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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 | $11,754 | $198,457-94.1% | $170,435-93.1% | $147,586-92.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 10.47% | 257.30%-246.8pp | 205.94%-195.5pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,820 | $6,183-70.6% | $5,432-66.5% | $4,876-62.7% |
| Participant deferral / active EE | $1,192 | $5,629-78.8% | $4,939-75.9% | $5,439-78.1% |
| Admin fee / account holder | $220 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |