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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 | $4,006 | $154,193-97.4% | $130,045-96.9% | $139,466-97.1% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 43.22% | 32.51%+10.7pp | -137.30%+180.5pp | 373.66%-330.4pp |
| Employer contribution / active EE | $1,208 | $5,292-77.2% | $4,321-72.1% | $4,754-74.6% |
| Participant deferral / active EE | $1,660 | $6,709-75.3% | $5,820-71.5% | $6,712-75.3% |
| Admin fee / account holder | $209 | $13,989-98.5% | $10,600-98.0% | $11,409-98.2% |