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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 | $8,323 | $160,040-94.8% | $147,096-94.3% | $145,877-94.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.06% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,251 | $5,289-76.3% | $4,936-74.6% | $4,663-73.2% |
| Participant deferral / active EE | $1,429 | $8,429-83.0% | $8,071-82.3% | $6,691-78.6% |
| Admin fee / account holder | $87 | $15,050-99.4% | $13,005-99.3% | $13,402-99.4% |