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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 | $7,714 | $201,372-96.2% | $184,260-95.8% | $145,884-94.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.76% | 29.04%-17.3pp | 28.84%-17.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $152 | $9,808-98.5% | $9,133-98.3% | $6,690-97.7% |
| Admin fee / account holder | $48 | $16,362-99.7% | $13,898-99.7% | $13,392-99.6% |