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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 | $5,629 | $183,539-96.9% | $155,556-96.4% | $145,897-96.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.89% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,055 | $5,315-80.2% | $4,675-77.4% | $4,663-77.4% |
| Participant deferral / active EE | $1,426 | $6,467-77.9% | $5,631-74.7% | $6,689-78.7% |
| Admin fee / account holder | $59 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |