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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 | $22,535 | $227,291-90.1% | $214,702-89.5% | $155,188-85.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 26.50% | 60.08%-33.6pp | 54.55%-28.1pp | 148.84%-122.3pp |
| Employer contribution / active EE | $3,053 | $6,772-54.9% | $6,461-52.7% | $4,248-28.1% |
| Participant deferral / active EE | $1,036 | $9,582-89.2% | $9,147-88.7% | $6,531-84.1% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |