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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 | $11,832 | $165,399-92.8% | $149,745-92.1% | $158,982-92.6% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 27.63% | 348.34%-320.7pp | 276.72%-249.1pp | 302.99%-275.4pp |
| Employer contribution / active EE | $1,338 | $5,105-73.8% | $4,646-71.2% | $4,763-71.9% |
| Participant deferral / active EE | $2,303 | $7,183-67.9% | $6,843-66.3% | $5,983-61.5% |
| Admin fee / account holder | $120 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |