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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 | $11,550 | $209,425-94.5% | $178,499-93.5% | $158,966-92.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.88% | 188.80%-166.9pp | 151.10%-129.2pp | 302.95%-281.1pp |
| Employer contribution / active EE | $1,376 | $5,707-75.9% | $5,011-72.5% | $4,762-71.1% |
| Participant deferral / active EE | $1,946 | $5,955-67.3% | $5,202-62.6% | $5,983-67.5% |
| Admin fee / account holder | $31 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |