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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 | $10,795 | $166,242-93.5% | $165,071-93.5% | $145,884-92.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.80% | 100.44%-87.6pp | 70.17%-57.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,135 | $5,283-78.5% | $4,347-73.9% | $4,662-75.6% |
| Participant deferral / active EE | $1,321 | $6,964-81.0% | $6,035-78.1% | $6,690-80.3% |
| Admin fee / account holder | $50 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |