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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 | $6,797 | $160,028-95.8% | $147,080-95.4% | $145,884-95.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 17.05% | 98.60%-81.6pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,086 | $5,286-79.4% | $4,933-78.0% | $4,662-76.7% |
| Participant deferral / active EE | $1,888 | $8,422-77.6% | $8,066-76.6% | $6,690-71.8% |
| Admin fee / account holder | $14 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |