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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 | $152,619-91.8% | $125,195-90.0% | $152,909-91.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.00% | 54.85%-35.8pp | 43.79%-24.8pp | 345.46%-326.5pp |
| Employer contribution / active EE | $2,352 | $4,947-52.5% | $3,866-39.2% | $4,764-50.6% |
| Participant deferral / active EE | $1,462 | $5,869-75.1% | $4,937-70.4% | $5,851-75.0% |
| Admin fee / account holder | $92 | $13,437-99.3% | $9,704-99.1% | $11,601-99.2% |