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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 | $21,899 | $185,883-88.2% | $170,043-87.1% | $139,466-84.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.71% | 60.54%-36.8pp | 53.40%-29.7pp | 373.66%-350.0pp |
| Employer contribution / active EE | $4,244 | $7,596-44.1% | $6,790-37.5% | $4,754-10.7% |
| Participant deferral / active EE | $2,981 | $11,626-74.4% | $10,410-71.4% | $6,712-55.6% |
| Admin fee / account holder | $45 | $15,393-99.7% | $12,824-99.7% | $11,409-99.6% |