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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 | $10,619 | $106,005-90.0% | $92,239-88.5% | $147,585-92.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 29.42% | 50.05%-20.6pp | 176.29%-146.9pp | 578.58%-549.2pp |
| Employer contribution / active EE | $3,409 | $4,333-21.3% | $3,680-7.3% | $4,876-30.1% |
| Participant deferral / active EE | $813 | $4,478-81.8% | $3,897-79.1% | $5,439-85.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |