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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 | $6,233 | $217,432-97.1% | $185,851-96.6% | $167,553-96.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.81% | 148.43%-123.6pp | 122.11%-97.3pp | 478.89%-454.1pp |
| Employer contribution / active EE | $1,515 | $5,874-74.2% | $5,168-70.7% | $4,840-68.7% |
| Participant deferral / active EE | $2,271 | $6,357-64.3% | $5,569-59.2% | $6,343-64.2% |
| Admin fee / account holder | $17 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |