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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 | $19,391 | $157,296-87.7% | $141,191-86.3% | $152,897-87.3% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 23.06% | 64.34%-41.3pp | 71.41%-48.3pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,215 | $5,262-76.9% | $4,736-74.3% | $4,764-74.5% |
| Participant deferral / active EE | $1,285 | $7,111-81.9% | $6,710-80.9% | $5,851-78.0% |
| Admin fee / account holder | $48 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |