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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 | $8,731 | $168,626-94.8% | $133,698-93.5% | $145,897-94.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.4%+9.3pp | 80.3%+5.4pp |
| Annual return | 19.52% | 1168.99%-1149.5pp | 580.90%-561.4pp | 552.29%-532.8pp |
| Employer contribution / active EE | $957 | $5,290-81.9% | $4,218-77.3% | $4,663-79.5% |
| Participant deferral / active EE | $1,521 | $8,688-82.5% | $7,016-78.3% | $6,689-77.3% |
| Admin fee / account holder | $266 | $9,638-97.2% | $6,703-96.0% | $13,390-98.0% |