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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 | $13,533 | $148,629-90.9% | $135,982-90.0% | $139,487-90.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.39% | 79.33%-56.9pp | 68.32%-45.9pp | 373.84%-351.5pp |
| Employer contribution / active EE | $1,898 | $5,247-63.8% | $4,859-60.9% | $4,755-60.1% |
| Participant deferral / active EE | $2,165 | $8,102-73.3% | $7,760-72.1% | $6,713-67.7% |
| Admin fee / account holder | $166 | $12,406-98.7% | $10,767-98.5% | $11,407-98.5% |