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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 | $8,203 | $160,040-94.9% | $147,096-94.4% | $145,877-94.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 13.51% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,353 | $5,289-74.4% | $4,936-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $1,802 | $8,429-78.6% | $8,071-77.7% | $6,691-73.1% |
| Admin fee / account holder | $123 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |