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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 | $5,263 | $148,582-96.5% | $135,942-96.1% | $139,456-96.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.25% | 79.26%-56.0pp | 68.28%-45.0pp | 373.45%-350.2pp |
| Employer contribution / active EE | $1,014 | $5,245-80.7% | $4,858-79.1% | $4,753-78.7% |
| Participant deferral / active EE | $1,214 | $8,101-85.0% | $7,759-84.4% | $6,711-81.9% |
| Admin fee / account holder | $82 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |