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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 | $8,658 | $93,598-90.7% | $135,974-93.6% | $75,173-88.5% |
| Participation rate | 72.1% | 75.2%-3.1pp | 81.9%-9.8pp | 67.2%+4.9pp |
| Annual return | 422.89% | 30.89%+392.0pp | 68.30%+354.6pp | 160.72%+262.2pp |
| Employer contribution / active EE | $1,438 | $3,538-59.4% | $4,859-70.4% | $2,671-46.2% |
| Participant deferral / active EE | $1,773 | $6,405-72.3% | $7,760-77.2% | $4,126-57.0% |
| Admin fee / account holder | $112 | $6,978-98.4% | $10,767-99.0% | $5,651-98.0% |