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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 | $1,462 | $161,352-99.1% | $134,172-98.9% | $137,256-98.9% |
| Participation rate | 72.7% | 78.3%-5.6pp | 72.5%+0.3pp | 80.0%-7.2pp |
| Annual return | 38.09% | 28.72%+9.4pp | 25.30%+12.8pp | 220.34%-182.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $885 | $5,552-84.1% | $4,690-81.1% | $6,407-86.2% |
| Admin fee / account holder | $126 | $15,028-99.2% | $12,016-98.9% | $12,270-99.0% |