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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 | $516 | $106,864-99.5% | $147,318-99.6% | $82,637-99.4% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.1%-9.7pp | 68.1%+4.4pp |
| Annual return | 20.99% | 27.49%-6.5pp | 70.43%-49.4pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $118 | $6,496-98.2% | $7,906-98.5% | $4,126-97.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |