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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 | $3,556 | $111,787-96.8% | $93,681-96.2% | $145,978-97.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 19.12% | 203.52%-184.4pp | 133.47%-114.4pp | 550.52%-531.4pp |
| Employer contribution / active EE | $810 | $3,093-73.8% | $2,422-66.6% | $4,662-82.6% |
| Participant deferral / active EE | $1,047 | $4,918-78.7% | $4,415-76.3% | $6,690-84.3% |
| Admin fee / account holder | $21 | $10,256-99.8% | $8,290-99.7% | $13,400-99.8% |