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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 | $10,739 | $109,344-90.2% | $89,400-88.0% | $158,950-93.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 19.60% | 345.73%-326.1pp | 245.64%-226.0pp | 302.91%-283.3pp |
| Employer contribution / active EE | $400 | $3,170-87.4% | $2,586-84.5% | $4,762-91.6% |
| Participant deferral / active EE | $500 | $4,599-89.1% | $3,890-87.1% | $5,983-91.6% |
| Admin fee / account holder | $74 | $6,154-98.8% | $4,882-98.5% | $11,248-99.3% |