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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 | $10,491 | $157,304-93.3% | $141,197-92.6% | $152,909-93.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.01% | 64.34%-34.3pp | 71.41%-41.4pp | 345.46%-315.5pp |
| Employer contribution / active EE | $1,028 | $5,263-80.5% | $4,736-78.3% | $4,764-78.4% |
| Participant deferral / active EE | $1,177 | $7,111-83.4% | $6,710-82.5% | $5,851-79.9% |
| Admin fee / account holder | $44 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |