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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 | $9,393 | $117,895-92.0% | $102,460-90.8% | $145,897-93.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 13.45% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,476 | $3,619-59.2% | $3,025-51.2% | $4,663-68.3% |
| Participant deferral / active EE | $1,714 | $5,736-70.1% | $5,056-66.1% | $6,689-74.4% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |