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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 | $5,813 | $197,603-97.1% | $177,827-96.7% | $158,950-96.3% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 26.98% | 58.76%-31.8pp | 48.32%-21.3pp | 302.91%-275.9pp |
| Employer contribution / active EE | $1,551 | $6,698-76.8% | $5,918-73.8% | $4,762-67.4% |
| Participant deferral / active EE | $2,030 | $8,404-75.8% | $7,713-73.7% | $5,983-66.1% |
| Admin fee / account holder | $200 | $15,402-98.7% | $12,429-98.4% | $11,248-98.2% |