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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 | $10,764 | $166,089-93.5% | $164,928-93.5% | $145,978-92.6% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 13.22% | 100.26%-87.0pp | 70.08%-56.9pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,583 | $5,276-70.0% | $4,343-63.5% | $4,662-66.0% |
| Participant deferral / active EE | $1,745 | $6,961-74.9% | $6,034-71.1% | $6,690-73.9% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |