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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 | $10,872 | $115,814-90.6% | $101,275-89.3% | $158,982-93.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 54.43% | 56.16%-1.7pp | 46.48%+7.9pp | 302.99%-248.6pp |
| Employer contribution / active EE | $1,136 | $4,176-72.8% | $3,660-69.0% | $4,763-76.1% |
| Participant deferral / active EE | $1,298 | $4,958-73.8% | $4,371-70.3% | $5,983-78.3% |
| Admin fee / account holder | $50 | $7,249-99.3% | $5,948-99.2% | $11,252-99.6% |