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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 | $9,816 | $157,829-93.8% | $136,867-92.8% | $198,609-95.1% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 11.99% | 51.25%-39.3pp | 42.97%-31.0pp | 202.70%-190.7pp |
| Employer contribution / active EE | $857 | $3,923-78.1% | $3,547-75.8% | $5,055-83.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $54 | $11,107-99.5% | $10,340-99.5% | $19,030-99.7% |