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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 | $512 | $117,904-99.6% | $102,457-99.5% | $145,978-99.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 0.00% | 31.80%-31.8pp | 29.41%-29.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $473 | $5,733-91.7% | $5,054-90.6% | $6,690-92.9% |
| Admin fee / account holder | $63 | $13,329-99.5% | $9,451-99.3% | $13,400-99.5% |