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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 | $14,878 | $129,737-88.5% | $119,126-87.5% | $154,746-90.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.11% | 379.08%-356.0pp | 282.11%-259.0pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,600 | $4,375-63.4% | $4,034-60.3% | $4,379-63.5% |
| Participant deferral / active EE | $1,600 | $5,842-72.6% | $5,318-69.9% | $6,730-76.2% |
| Admin fee / account holder | $54 | $11,961-99.5% | $10,693-99.5% | $14,365-99.6% |