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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 | $9,937 | $212,386-95.3% | $199,883-95.0% | $138,895-92.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.36% | 47.75%-32.4pp | 43.81%-28.4pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,724 | $9,617-82.1% | $9,138-81.1% | $6,396-73.1% |
| Admin fee / account holder | $234 | $18,233-98.7% | $17,268-98.6% | $12,562-98.1% |