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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 | $12,093 | $83,337-85.5% | $67,834-82.2% | $273,972-95.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 6.40% | 259.45%-253.1pp | 138.47%-132.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $966 | $4,088-76.4% | $3,160-69.4% | $5,287-81.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |