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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 | $13,285 | $160,040-91.7% | $147,096-91.0% | $145,877-90.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.96% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,090 | $5,289-60.5% | $4,936-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $2,448 | $8,429-71.0% | $8,071-69.7% | $6,691-63.4% |
| Admin fee / account holder | $46 | $15,050-99.7% | $13,005-99.6% | $13,402-99.7% |