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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 | $1,081 | $110,137-99.0% | $161,149-99.3% | $82,637-98.7% |
| Participation rate | 71.4% | 72.4%-0.9pp | 78.8%-7.4pp | 68.1%+3.4pp |
| Annual return | 36.01% | 20.69%+15.3pp | 21.16%+14.9pp | 53.51%-17.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $594 | $4,575-87.0% | $6,153-90.3% | $4,126-85.6% |
| Admin fee / account holder | $26 | $9,467-99.7% | $15,194-99.8% | $7,339-99.6% |