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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 | $25,476 | $185,883-86.3% | $170,043-85.0% | $139,466-81.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.31% | 60.54%-44.2pp | 53.40%-37.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $3,582 | $7,596-52.8% | $6,790-47.2% | $4,754-24.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $135 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |