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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 | $4,256 | $159,978-97.3% | $147,041-97.1% | $145,978-97.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.21% | 98.36%-83.1pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,707 | $5,288-67.7% | $4,935-65.4% | $4,662-63.4% |
| Participant deferral / active EE | $1,981 | $8,429-76.5% | $8,071-75.5% | $6,690-70.4% |
| Admin fee / account holder | $117 | $15,053-99.2% | $13,006-99.1% | $13,400-99.1% |