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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 | $6,285 | $108,911-94.2% | $100,392-93.7% | $145,884-95.7% |
| Participation rate | 81.3% | 83.0%-1.7pp | 81.5%-0.3pp | 80.3%+0.9pp |
| Annual return | 14.92% | 58.23%-43.3pp | 49.45%-34.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,222 | $4,420-72.3% | $3,941-69.0% | $4,662-73.8% |
| Participant deferral / active EE | $2,176 | $8,459-74.3% | $8,090-73.1% | $6,690-67.5% |
| Admin fee / account holder | $67 | $9,698-99.3% | $7,904-99.2% | $13,392-99.5% |