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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 | $3,155 | $107,941-97.1% | $91,994-96.6% | $152,909-97.9% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 24.61% | 89.28%-64.7pp | 69.04%-44.4pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,009 | $4,212-76.1% | $3,453-70.8% | $4,764-78.8% |
| Participant deferral / active EE | $1,321 | $6,366-79.2% | $5,924-77.7% | $5,851-77.4% |
| Admin fee / account holder | $202 | $10,521-98.1% | $7,744-97.4% | $11,601-98.3% |