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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 | $3,398 | $117,829-97.1% | $102,423-96.7% | $145,877-97.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 71.72% | 31.83%+39.9pp | 29.42%+42.3pp | 551.28%-479.6pp |
| Employer contribution / active EE | $1,236 | $3,615-65.8% | $3,023-59.1% | $4,663-73.5% |
| Participant deferral / active EE | $1,573 | $5,732-72.6% | $5,054-68.9% | $6,691-76.5% |
| Admin fee / account holder | $62 | $13,335-99.5% | $9,455-99.3% | $13,402-99.5% |