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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 | $12,756 | $183,978-93.1% | $162,171-92.1% | $152,885-91.7% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.5%-6.0pp |
| Annual return | 20.02% | 150.78%-130.8pp | 115.60%-95.6pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,215 | $8,033-72.4% | $7,297-69.6% | $5,851-62.1% |
| Admin fee / account holder | $32 | $13,122-99.8% | $10,843-99.7% | $11,598-99.7% |