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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 | $8,935 | $211,224-95.8% | $178,505-95.0% | $145,897-93.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.38% | 30.28%-17.9pp | 27.16%-14.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,081 | $4,577-76.4% | $3,955-72.7% | $4,663-76.8% |
| Participant deferral / active EE | $1,119 | $6,966-83.9% | $6,280-82.2% | $6,689-83.3% |
| Admin fee / account holder | $25 | $12,109-99.8% | $10,428-99.8% | $13,390-99.8% |