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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 | $7,804 | $175,259-95.5% | $149,723-94.8% | $139,487-94.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.01% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,694 | $5,478-69.1% | $4,821-64.9% | $4,755-64.4% |
| Participant deferral / active EE | $1,726 | $6,522-73.5% | $5,682-69.6% | $6,713-74.3% |
| Admin fee / account holder | $24 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |