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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 | $6,378 | $138,114-95.4% | $125,391-94.9% | $134,545-95.3% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | 59.28% | 750.88%-691.6pp | 572.41%-513.1pp | 418.37%-359.1pp |
| Employer contribution / active EE | $1,310 | $5,246-75.0% | $4,816-72.8% | $4,742-72.4% |
| Participant deferral / active EE | $1,733 | $7,801-77.8% | $7,448-76.7% | $6,401-72.9% |
| Admin fee / account holder | $26 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |