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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 | $8,712 | $88,672-90.2% | $105,223-91.7% | $82,448-89.4% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 117.20% | 30.86%+86.3pp | 180.65%-63.5pp | 41.64%+75.6pp |
| Employer contribution / active EE | $946 | $3,048-69.0% | $3,689-74.4% | $2,551-62.9% |
| Participant deferral / active EE | $1,047 | $4,036-74.0% | $5,072-79.3% | $4,139-74.7% |
| Admin fee / account holder | $191 | $7,146-97.3% | $8,859-97.8% | $7,234-97.4% |