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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 | $15,375 | $148,582-89.7% | $135,942-88.7% | $139,456-89.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 33.62% | 79.26%-45.6pp | 68.28%-34.7pp | 373.45%-339.8pp |
| Employer contribution / active EE | $1,313 | $5,245-75.0% | $4,858-73.0% | $4,753-72.4% |
| Participant deferral / active EE | $1,671 | $8,101-79.4% | $7,759-78.5% | $6,711-75.1% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |