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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 | $89,259-90.2% | $107,187-91.9% | $82,637-89.5% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 117.20% | 21.02%+96.2pp | 204.55%-87.3pp | 53.51%+63.7pp |
| Employer contribution / active EE | $946 | $3,080-69.3% | $3,782-75.0% | $2,552-62.9% |
| Participant deferral / active EE | $1,047 | $4,037-74.1% | $5,096-79.4% | $4,126-74.6% |
| Admin fee / account holder | $191 | $7,381-97.4% | $9,162-97.9% | $7,339-97.4% |