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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 | $16,409 | $115,796-85.8% | $101,264-83.8% | $158,950-89.7% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 8.49% | 56.15%-47.7pp | 46.48%-38.0pp | 302.91%-294.4pp |
| Employer contribution / active EE | $5,248 | $4,175+25.7% | $3,660+43.4% | $4,762+10.2% |
| Participant deferral / active EE | $58 | $4,958-98.8% | $4,370-98.7% | $5,983-99.0% |
| Admin fee / account holder | $179 | $7,247-97.5% | $5,947-97.0% | $11,248-98.4% |