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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 | $22,266 | $209,428-89.4% | $178,498-87.5% | $158,950-86.0% |
| Participation rate | 78.3% | 86.4%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 21.89% | 188.78%-166.9pp | 151.09%-129.2pp | 302.91%-281.0pp |
| Employer contribution / active EE | $1,192 | $5,707-79.1% | $5,011-76.2% | $4,762-75.0% |
| Participant deferral / active EE | $1,885 | $5,955-68.3% | $5,202-63.8% | $5,983-68.5% |
| Admin fee / account holder | $149 | $17,077-99.1% | $13,985-98.9% | $11,248-98.7% |