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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 | $12,535 | $99,345-87.4% | $84,753-85.2% | $273,972-95.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 75.30% | 22.93%+52.4pp | 22.78%+52.5pp | 41.46%+33.8pp |
| Employer contribution / active EE | $5,080 | $4,214+20.6% | $3,574+42.1% | $4,869+4.3% |
| Participant deferral / active EE | $850 | $4,270-80.1% | $3,712-77.1% | $5,287-83.9% |
| Admin fee / account holder | $184 | $6,645-97.2% | $5,333-96.6% | $10,133-98.2% |