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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 | $12,709 | $99,079-87.2% | $78,002-83.7% | $273,972-95.4% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 7.17% | 217.93%-210.8pp | 425.99%-418.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,563 | $3,308-52.8% | $2,470-36.7% | $4,869-67.9% |
| Participant deferral / active EE | $442 | $4,306-89.7% | $3,497-87.4% | $5,287-91.6% |
| Admin fee / account holder | $224 | $8,954-97.5% | $5,481-95.9% | $10,133-97.8% |