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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 | $5,183 | $77,449-93.3% | $69,483-92.5% | $152,909-96.6% |
| Participation rate | 95.5% | 78.1%+17.4pp | 74.6%+20.9pp | 82.5%+13.0pp |
| Annual return | 16.97% | 39.09%-22.1pp | 28.99%-12.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $939 | $3,316-71.7% | $2,780-66.2% | $4,764-80.3% |
| Participant deferral / active EE | $434 | $4,415-90.2% | $3,537-87.7% | $5,851-92.6% |
| Admin fee / account holder | $16 | $6,210-99.7% | $3,841-99.6% | $11,601-99.9% |