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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 | $9,606 | $132,099-92.7% | $115,599-91.7% | $138,895-93.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 17.13% | 176.76%-159.6pp | 111.10%-94.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $791 | $3,416-76.9% | $2,955-73.2% | $4,194-81.1% |
| Participant deferral / active EE | $1,303 | $5,617-76.8% | $4,889-73.4% | $6,396-79.6% |
| Admin fee / account holder | $55 | $15,650-99.6% | $12,841-99.6% | $12,562-99.6% |