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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 | $8,563 | $160,040-94.6% | $147,096-94.2% | $145,877-94.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.45% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,390 | $5,289-73.7% | $4,936-71.8% | $4,663-70.2% |
| Participant deferral / active EE | $1,156 | $8,429-86.3% | $8,071-85.7% | $6,691-82.7% |
| Admin fee / account holder | $98 | $15,050-99.3% | $13,005-99.2% | $13,402-99.3% |