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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 | $3,905 | $154,209-97.5% | $130,062-97.0% | $139,487-97.2% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 19.79% | 32.52%-12.7pp | -137.37%+157.2pp | 373.84%-354.1pp |
| Employer contribution / active EE | $1,190 | $5,292-77.5% | $4,322-72.5% | $4,755-75.0% |
| Participant deferral / active EE | $1,124 | $6,709-83.2% | $5,821-80.7% | $6,713-83.3% |
| Admin fee / account holder | $37 | $13,988-99.7% | $10,601-99.7% | $11,407-99.7% |