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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 | $7,849 | $102,429-92.3% | $147,096-94.7% | $80,925-90.3% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 19.25% | 135.02%-115.8pp | 419.75%-400.5pp | 35.65%-16.4pp |
| Employer contribution / active EE | $1,175 | $3,716-68.4% | $4,936-76.2% | $2,756-57.4% |
| Participant deferral / active EE | $2,311 | $6,649-65.2% | $8,071-71.4% | $4,299-46.2% |
| Admin fee / account holder | $88 | $7,957-98.9% | $13,005-99.3% | $6,940-98.7% |