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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 | $6,234 | $175,212-96.4% | $149,682-95.8% | $139,427-95.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.66% | 166.63%-139.0pp | 134.35%-106.7pp | 373.27%-345.6pp |
| Employer contribution / active EE | $1,202 | $5,475-78.0% | $4,818-75.1% | $4,752-74.7% |
| Participant deferral / active EE | $1,327 | $6,520-79.6% | $5,681-76.6% | $6,711-80.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |