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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 | $165,361-93.4% | $149,715-92.7% | $158,950-93.1% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 31.54% | 348.24%-316.7pp | 276.66%-245.1pp | 302.91%-271.4pp |
| Employer contribution / active EE | $1,690 | $5,103-66.9% | $4,645-63.6% | $4,762-64.5% |
| Participant deferral / active EE | $1,953 | $7,182-72.8% | $6,842-71.4% | $5,983-67.3% |
| Admin fee / account holder | $31 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |