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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 | $10,259 | $107,666-90.5% | $102,184-90.0% | $154,746-93.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.66% | 29.33%-16.7pp | 31.58%-18.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $115 | $3,846-97.0% | $3,594-96.8% | $4,379-97.4% |
| Participant deferral / active EE | $460 | $8,719-94.7% | $8,309-94.5% | $6,730-93.2% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |