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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 | $12,034 | $166,242-92.8% | $165,071-92.7% | $145,884-91.8% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 15.67% | 100.44%-84.8pp | 70.17%-54.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,335 | $5,283-74.7% | $4,347-69.3% | $4,662-71.4% |
| Participant deferral / active EE | $1,936 | $6,964-72.2% | $6,035-67.9% | $6,690-71.1% |
| Admin fee / account holder | $186 | $16,658-98.9% | $12,695-98.5% | $13,392-98.6% |