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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 | $5,727 | $165,381-96.5% | $149,730-96.2% | $158,966-96.4% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 63.82% | 348.29%-284.5pp | 276.70%-212.9pp | 302.95%-239.1pp |
| Employer contribution / active EE | $1,091 | $5,104-78.6% | $4,645-76.5% | $4,762-77.1% |
| Participant deferral / active EE | $1,856 | $7,182-74.2% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |