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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 | $14,726 | $125,237-88.2% | $105,608-86.1% | $145,877-89.9% |
| Participation rate | 73.9% | 77.7%-3.7pp | 75.3%-1.4pp | 80.3%-6.4pp |
| Annual return | 34.03% | 225.76%-191.7pp | 116.50%-82.5pp | 551.28%-517.3pp |
| Employer contribution / active EE | $902 | $3,720-75.7% | $3,167-71.5% | $4,663-80.6% |
| Participant deferral / active EE | $1,494 | $5,711-73.8% | $5,010-70.2% | $6,691-77.7% |
| Admin fee / account holder | $8 | $17,287-100.0% | $11,028-99.9% | $13,402-99.9% |