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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 | $12,931 | $176,120-92.7% | $159,487-91.9% | $167,553-92.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.14% | 331.95%-315.8pp | 263.71%-247.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $1,165 | $5,299-78.0% | $4,831-75.9% | $4,840-75.9% |
| Participant deferral / active EE | $1,826 | $7,752-76.4% | $7,354-75.2% | $6,343-71.2% |
| Admin fee / account holder | $134 | $12,561-98.9% | $10,804-98.8% | $12,316-98.9% |