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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 | $5,161 | $217,432-97.6% | $185,851-97.2% | $167,553-96.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.48% | 148.43%-132.9pp | 122.11%-106.6pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,602 | $5,874-72.7% | $5,168-69.0% | $4,840-66.9% |
| Participant deferral / active EE | $1,927 | $6,357-69.7% | $5,569-65.4% | $6,343-69.6% |
| Admin fee / account holder | $115 | $19,820-99.4% | $16,245-99.3% | $12,316-99.1% |