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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 | $14,165 | $152,619-90.7% | $125,195-88.7% | $152,909-90.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.67% | 54.85%-32.2pp | 43.79%-21.1pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,018 | $4,947-79.4% | $3,866-73.7% | $4,764-78.6% |
| Participant deferral / active EE | $1,705 | $5,869-71.0% | $4,937-65.5% | $5,851-70.9% |
| Admin fee / account holder | $212 | $13,437-98.4% | $9,704-97.8% | $11,601-98.2% |