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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 | $9,255 | $175,231-94.7% | $149,696-93.8% | $139,466-93.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 21.99% | 166.77%-144.8pp | 134.46%-112.5pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,739 | $5,478-68.3% | $4,821-63.9% | $4,754-63.4% |
| Participant deferral / active EE | $1,587 | $6,521-75.7% | $5,682-72.1% | $6,712-76.4% |
| Admin fee / account holder | $35 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |