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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 | $160,040-91.9% | $147,096-91.1% | $145,877-91.1% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 17.17% | 98.49%-81.3pp | 419.75%-402.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,133 | $5,289-78.6% | $4,936-77.1% | $4,663-75.7% |
| Participant deferral / active EE | $2,239 | $8,429-73.4% | $8,071-72.3% | $6,691-66.5% |
| Admin fee / account holder | $138 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |