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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 | $13,704 | $159,978-91.4% | $147,041-90.7% | $145,978-90.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.33% | 98.36%-85.0pp | 419.21%-405.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,087 | $5,288-79.4% | $4,935-78.0% | $4,662-76.7% |
| Participant deferral / active EE | $1,505 | $8,429-82.1% | $8,071-81.3% | $6,690-77.5% |
| Admin fee / account holder | $53 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |