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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 | $16,005 | $209,336-92.4% | $197,124-91.9% | $137,256-88.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.81% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,698 | $6,591-74.2% | $6,227-72.7% | $4,156-59.1% |
| Participant deferral / active EE | $2,229 | $9,614-76.8% | $9,135-75.6% | $6,407-65.2% |
| Admin fee / account holder | $160 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |