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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 | $9,094 | $160,028-94.3% | $147,080-93.8% | $145,884-93.8% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.04% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,084 | $5,286-79.5% | $4,933-78.0% | $4,662-76.7% |
| Participant deferral / active EE | $2,481 | $8,422-70.5% | $8,066-69.2% | $6,690-62.9% |
| Admin fee / account holder | $64 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |