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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 | $3,607 | $102,429-96.5% | $147,096-97.5% | $80,925-95.5% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 17.04% | 135.02%-118.0pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $1,267 | $3,716-65.9% | $4,936-74.3% | $2,756-54.0% |
| Participant deferral / active EE | $1,323 | $6,649-80.1% | $8,071-83.6% | $4,299-69.2% |
| Admin fee / account holder | $116 | $7,957-98.5% | $13,005-99.1% | $6,940-98.3% |