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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 | $10,941 | $148,558-92.6% | $135,925-92.0% | $139,427-92.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.82% | 79.22%-65.4pp | 68.25%-54.4pp | 373.27%-359.4pp |
| Employer contribution / active EE | $1,060 | $5,244-79.8% | $4,857-78.2% | $4,752-77.7% |
| Participant deferral / active EE | $578 | $8,101-92.9% | $7,759-92.5% | $6,711-91.4% |
| Admin fee / account holder | $69 | $12,401-99.4% | $10,764-99.4% | $11,404-99.4% |