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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 | $8,593 | $99,668-91.4% | $86,451-90.1% | $134,545-93.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | 2.75% | 6789.61%-6786.9pp | 4398.51%-4395.8pp | 418.37%-415.6pp |
| Employer contribution / active EE | $2,913 | $4,403-33.8% | $3,770-22.7% | $4,742-38.6% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22 | $8,377-99.7% | $6,734-99.7% | $11,431-99.8% |