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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 | $4,134 | $125,237-96.7% | $105,608-96.1% | $145,877-97.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 15.50% | 225.76%-210.3pp | 116.50%-101.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $927 | $3,720-75.1% | $3,167-70.7% | $4,663-80.1% |
| Participant deferral / active EE | $927 | $5,711-83.8% | $5,010-81.5% | $6,691-86.1% |
| Admin fee / account holder | $32 | $17,287-99.8% | $11,028-99.7% | $13,402-99.8% |