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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 | $3,396 | $108,897-96.9% | $100,378-96.6% | $145,877-97.7% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 18.17% | 58.17%-40.0pp | 49.41%-31.2pp | 551.28%-533.1pp |
| Employer contribution / active EE | $851 | $4,420-80.7% | $3,942-78.4% | $4,663-81.7% |
| Participant deferral / active EE | $983 | $8,455-88.4% | $8,087-87.8% | $6,691-85.3% |
| Admin fee / account holder | $119 | $9,690-98.8% | $7,899-98.5% | $13,402-99.1% |