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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 | $12,036 | $157,296-92.3% | $141,191-91.5% | $152,897-92.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 18.94% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,174 | $5,262-77.7% | $4,736-75.2% | $4,764-75.3% |
| Participant deferral / active EE | $1,258 | $7,111-82.3% | $6,710-81.2% | $5,851-78.5% |
| Admin fee / account holder | $140 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |