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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 | $10,927 | $165,399-93.4% | $149,745-92.7% | $158,982-93.1% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 31.54% | 348.34%-316.8pp | 276.72%-245.2pp | 302.99%-271.4pp |
| Employer contribution / active EE | $1,690 | $5,105-66.9% | $4,646-63.6% | $4,763-64.5% |
| Participant deferral / active EE | $1,953 | $7,183-72.8% | $6,843-71.5% | $5,983-67.4% |
| Admin fee / account holder | $31 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |