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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 | $2,434 | $154,228-98.4% | $145,433-98.3% | $137,256-98.2% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 27.51% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $994 | $8,216-87.9% | $7,897-87.4% | $6,407-84.5% |
| Admin fee / account holder | $208 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |