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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 | $9,125 | $110,410-91.7% | $102,437-91.1% | $145,897-93.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,080 | $4,217-50.7% | $3,871-46.3% | $4,663-55.4% |
| Participant deferral / active EE | $1,487 | $5,622-73.5% | $5,060-70.6% | $6,689-77.8% |
| Admin fee / account holder | $228 | $9,745-97.7% | $8,388-97.3% | $13,390-98.3% |