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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 | $13,828 | $166,242-91.7% | $165,071-91.6% | $145,884-90.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 20.97% | 100.44%-79.5pp | 70.17%-49.2pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,739 | $5,283-67.1% | $4,347-60.0% | $4,662-62.7% |
| Participant deferral / active EE | $1,739 | $6,964-75.0% | $6,035-71.2% | $6,690-74.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |