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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 | $10,796 | $157,296-93.1% | $141,191-92.4% | $152,897-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.31% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $944 | $5,262-82.1% | $4,736-80.1% | $4,764-80.2% |
| Participant deferral / active EE | $1,601 | $7,111-77.5% | $6,710-76.1% | $5,851-72.6% |
| Admin fee / account holder | $33 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |