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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 | $16,133 | $227,399-92.9% | $189,758-91.5% | $198,609-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.91% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,797 | $5,526-67.5% | $4,767-62.3% | $5,055-64.5% |
| Participant deferral / active EE | $2,205 | $6,837-67.8% | $5,856-62.4% | $6,977-68.4% |
| Admin fee / account holder | $37 | $25,162-99.9% | $20,388-99.8% | $19,030-99.8% |