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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 | $16,417 | $152,619-89.2% | $125,195-86.9% | $152,909-89.3% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 26.13% | 54.85%-28.7pp | 43.79%-17.7pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,105 | $4,947-77.7% | $3,866-71.4% | $4,764-76.8% |
| Participant deferral / active EE | $1,693 | $5,869-71.2% | $4,937-65.7% | $5,851-71.1% |
| Admin fee / account holder | $63 | $13,437-99.5% | $9,704-99.4% | $11,601-99.5% |