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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 | $17,155 | $157,829-89.1% | $136,867-87.5% | $198,609-91.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.30% | 51.25%-33.9pp | 42.97%-25.7pp | 202.70%-185.4pp |
| Employer contribution / active EE | $763 | $3,923-80.6% | $3,547-78.5% | $5,055-84.9% |
| Participant deferral / active EE | $1,337 | $5,463-75.5% | $4,924-72.8% | $6,977-80.8% |
| Admin fee / account holder | $240 | $11,107-97.8% | $10,340-97.7% | $19,030-98.7% |