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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 | $12,177 | $160,028-92.4% | $147,080-91.7% | $145,884-91.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.49% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,129 | $5,286-78.6% | $4,933-77.1% | $4,662-75.8% |
| Participant deferral / active EE | $1,821 | $8,422-78.4% | $8,066-77.4% | $6,690-72.8% |
| Admin fee / account holder | $78 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |