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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 | $18,705 | $201,372-90.7% | $184,260-89.8% | $145,884-87.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,569 | $7,024-63.4% | $6,427-60.0% | $4,662-44.9% |
| Participant deferral / active EE | $2,495 | $9,808-74.6% | $9,133-72.7% | $6,690-62.7% |
| Admin fee / account holder | $21 | $16,362-99.9% | $13,898-99.9% | $13,392-99.8% |