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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 | $12,224 | $129,737-90.6% | $119,126-89.7% | $154,746-92.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.48% | 379.08%-358.6pp | 282.11%-261.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,686 | $4,375-38.6% | $4,034-33.4% | $4,379-38.7% |
| Participant deferral / active EE | $1,817 | $5,842-68.9% | $5,318-65.8% | $6,730-73.0% |
| Admin fee / account holder | $271 | $11,961-97.7% | $10,693-97.5% | $14,365-98.1% |