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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 | $12,668 | $148,558-91.5% | $135,925-90.7% | $139,427-90.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.15% | 79.22%-62.1pp | 68.25%-51.1pp | 373.27%-356.1pp |
| Employer contribution / active EE | $1,273 | $5,244-75.7% | $4,857-73.8% | $4,752-73.2% |
| Participant deferral / active EE | $692 | $8,101-91.5% | $7,759-91.1% | $6,711-89.7% |
| Admin fee / account holder | $56 | $12,401-99.5% | $10,764-99.5% | $11,404-99.5% |