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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 | $18,347 | $223,823-91.8% | $211,142-91.3% | $154,746-88.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.33% | 50.39%-36.1pp | 46.84%-32.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,166 | $6,787-53.3% | $6,442-50.9% | $4,379-27.7% |
| Participant deferral / active EE | $3,166 | $9,750-67.5% | $9,284-65.9% | $6,730-53.0% |
| Admin fee / account holder | $119 | $19,707-99.4% | $19,076-99.4% | $14,365-99.2% |