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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 | $11,008 | $63,346-82.6% | $92,240-88.1% | $70,126-84.3% |
| Participation rate | 94.8% | 68.7%+26.2pp | 76.5%+18.3pp | 69.5%+25.3pp |
| Annual return | 21.22% | 530.19%-509.0pp | 176.29%-155.1pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,533 | $2,471-38.0% | $3,680-58.3% | $2,343-34.5% |
| Participant deferral / active EE | $1,067 | $2,854-62.6% | $3,897-72.6% | $3,332-68.0% |
| Admin fee / account holder | $9 | $3,841-99.8% | $5,194-99.8% | $4,645-99.8% |