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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 | $9,823 | $165,399-94.1% | $149,745-93.4% | $158,982-93.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 29.44% | 348.34%-318.9pp | 276.72%-247.3pp | 302.99%-273.5pp |
| Employer contribution / active EE | $1,242 | $5,105-75.7% | $4,646-73.3% | $4,763-73.9% |
| Participant deferral / active EE | $1,864 | $7,183-74.1% | $6,843-72.8% | $5,983-68.9% |
| Admin fee / account holder | $28 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |