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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 | $6,887 | $160,070-95.7% | $147,117-95.3% | $145,897-95.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.15% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,573 | $5,285-70.2% | $4,932-68.1% | $4,663-66.3% |
| Participant deferral / active EE | $2,043 | $8,419-75.7% | $8,065-74.7% | $6,689-69.5% |
| Admin fee / account holder | $80 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |