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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 | $4,668 | $108,942-95.7% | $100,415-95.4% | $145,897-96.8% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 15.86% | 58.27%-42.4pp | 49.47%-33.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $620 | $4,422-86.0% | $3,943-84.3% | $4,663-86.7% |
| Participant deferral / active EE | $791 | $8,461-90.6% | $8,091-90.2% | $6,689-88.2% |
| Admin fee / account holder | $114 | $9,702-98.8% | $7,906-98.6% | $13,390-99.1% |