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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 | $4,734 | $97,125-95.1% | $86,233-94.5% | $137,256-96.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 19.92% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $467 | $2,841-83.6% | $2,504-81.4% | $4,156-88.8% |
| Participant deferral / active EE | $575 | $5,180-88.9% | $4,559-87.4% | $6,407-91.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |