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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 | $7,017 | $154,193-95.4% | $130,045-94.6% | $139,466-95.0% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 16.96% | 32.51%-15.6pp | -137.30%+154.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,182 | $5,292-77.7% | $4,321-72.6% | $4,754-75.1% |
| Participant deferral / active EE | $1,774 | $6,709-73.6% | $5,820-69.5% | $6,712-73.6% |
| Admin fee / account holder | $149 | $13,989-98.9% | $10,600-98.6% | $11,409-98.7% |