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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 | $21,697 | $86,294-74.9% | $111,303-80.5% | $85,856-74.7% |
| Participation rate | 80.5% | 73.3%+7.1pp | 77.3%+3.1pp | 69.3%+11.1pp |
| Annual return | 11.14% | 19.99%-8.9pp | 54.66%-43.5pp | 318.58%-307.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $708 | $3,641-80.6% | $4,487-84.2% | $3,952-82.1% |
| Admin fee / account holder | $66 | $8,189-99.2% | $7,966-99.2% | $6,261-98.9% |