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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 | $11,579 | $132,099-91.2% | $115,599-90.0% | $138,895-91.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.3%+0.7pp | 79.9%-4.9pp |
| Annual return | 22.07% | 176.76%-154.7pp | 111.10%-89.0pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,152 | $3,416-66.3% | $2,955-61.0% | $4,194-72.5% |
| Participant deferral / active EE | $1,591 | $5,617-71.7% | $4,889-67.5% | $6,396-75.1% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |