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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 | $1,626 | $117,829-98.6% | $102,423-98.4% | $145,877-98.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.07% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $586 | $5,732-89.8% | $5,054-88.4% | $6,691-91.2% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |