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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 | $3,238 | $209,336-98.5% | $197,124-98.4% | $137,256-97.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.79% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,484 | $9,614-84.6% | $9,135-83.8% | $6,407-76.8% |
| Admin fee / account holder | $68 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |