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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,501 | $208,088-99.3% | $186,193-99.2% | $154,746-99.0% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 14.96% | 89.97%-75.0pp | 78.03%-63.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,285 | $7,078-81.8% | $6,513-80.3% | $6,730-80.9% |
| Admin fee / account holder | $95 | $11,698-99.2% | $11,058-99.1% | $14,365-99.3% |