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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 | $9,533 | $98,766-90.3% | $149,730-93.6% | $79,852-88.1% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.6pp |
| Annual return | 21.59% | 27.43%-5.8pp | 276.70%-255.1pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,335 | $3,217-58.5% | $4,645-71.3% | $2,471-46.0% |
| Participant deferral / active EE | $1,906 | $5,681-66.4% | $6,843-72.1% | $3,740-49.0% |
| Admin fee / account holder | $40 | $6,052-99.3% | $9,310-99.6% | $5,306-99.2% |