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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 | $2,444 | $97,125-97.5% | $86,233-97.2% | $137,256-98.2% |
| Participation rate | 79.2% | 74.2%+5.0pp | 69.0%+10.1pp | 80.0%-0.8pp |
| Annual return | 20.77% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $565 | $5,180-89.1% | $4,559-87.6% | $6,407-91.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |