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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 | $13,022 | $160,070-91.9% | $147,117-91.1% | $145,897-91.1% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 17.17% | 98.69%-81.5pp | 420.54%-403.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,133 | $5,285-78.6% | $4,932-77.0% | $4,663-75.7% |
| Participant deferral / active EE | $2,239 | $8,419-73.4% | $8,065-72.2% | $6,689-66.5% |
| Admin fee / account holder | $138 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |