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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 | $5,981 | $148,582-96.0% | $135,942-95.6% | $139,456-95.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.13% | 79.26%-58.1pp | 68.28%-47.1pp | 373.45%-352.3pp |
| Employer contribution / active EE | $1,320 | $5,245-74.8% | $4,858-72.8% | $4,753-72.2% |
| Participant deferral / active EE | $1,730 | $8,101-78.6% | $7,759-77.7% | $6,711-74.2% |
| Admin fee / account holder | $292 | $12,402-97.6% | $10,764-97.3% | $11,407-97.4% |