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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 | $30,214 | $171,492-82.4% | $150,734-80.0% | $198,609-84.8% |
| Participation rate | 78.6% | 81.4%-2.8pp | 78.4%+0.1pp | 82.4%-3.8pp |
| Annual return | 8.33% | 804.70%-796.4pp | 600.81%-592.5pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,966 | $5,470-64.1% | $4,918-60.0% | $5,055-61.1% |
| Participant deferral / active EE | $2,401 | $6,259-61.6% | $5,610-57.2% | $6,977-65.6% |
| Admin fee / account holder | $176 | $17,628-99.0% | $14,905-98.8% | $19,030-99.1% |