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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 | $10,004 | $111,830-91.1% | $93,696-89.3% | $145,884-93.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 11.52% | 204.08%-192.6pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $686 | $3,093-77.8% | $2,422-71.7% | $4,662-85.3% |
| Participant deferral / active EE | $1,121 | $4,920-77.2% | $4,417-74.6% | $6,690-83.2% |
| Admin fee / account holder | $40 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |