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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 | $18,636 | $217,432-91.4% | $185,849-90.0% | $167,536-88.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.08% | 148.42%-129.3pp | 122.10%-103.0pp | 478.82%-459.7pp |
| Employer contribution / active EE | $4,373 | $5,875-25.6% | $5,169-15.4% | $4,839-9.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $183 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |