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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 | $16,661 | $180,459-90.8% | $154,108-89.2% | $135,380-87.7% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -6.85% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,809 | $6,035-70.0% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $1,400 | $5,806-75.9% | $5,081-72.4% | $5,609-75.0% |
| Admin fee / account holder | $23 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |