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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 | $2,552 | $115,225-97.8% | $100,712-97.5% | $138,895-98.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 25.48% | 40.35%-14.9pp | 33.27%-7.8pp | 145.39%-119.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $543 | $4,699-88.5% | $4,085-86.7% | $6,396-91.5% |
| Admin fee / account holder | $211 | $10,844-98.1% | $9,256-97.7% | $12,562-98.3% |