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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 | $8,040 | $165,399-95.1% | $149,745-94.6% | $158,982-94.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.80% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $986 | $5,105-80.7% | $4,646-78.8% | $4,763-79.3% |
| Participant deferral / active EE | $1,586 | $7,183-77.9% | $6,843-76.8% | $5,983-73.5% |
| Admin fee / account holder | $56 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |