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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 | $13,743 | $160,028-91.4% | $147,080-90.7% | $145,884-90.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.20% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,695 | $5,286-67.9% | $4,933-65.6% | $4,662-63.6% |
| Participant deferral / active EE | $2,542 | $8,422-69.8% | $8,066-68.5% | $6,690-62.0% |
| Admin fee / account holder | $39 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |