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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 | $10,678 | $132,634-91.9% | $115,768-90.8% | $137,256-92.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 19.45% | 160.70%-141.3pp | 100.46%-81.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,304 | $3,360-61.2% | $2,940-55.7% | $4,156-68.6% |
| Participant deferral / active EE | $1,398 | $5,619-75.1% | $4,917-71.6% | $6,407-78.2% |
| Admin fee / account holder | $37 | $15,028-99.8% | $12,439-99.7% | $12,270-99.7% |