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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 | $5,610 | $111,785-95.0% | $93,669-94.0% | $145,877-96.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 12.03% | 203.79%-191.8pp | 133.59%-121.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $942 | $3,096-69.6% | $2,424-61.1% | $4,663-79.8% |
| Participant deferral / active EE | $1,045 | $4,919-78.8% | $4,416-76.3% | $6,691-84.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |