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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 | $6,803 | $175,259-96.1% | $149,723-95.5% | $139,487-95.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 25.21% | 166.82%-141.6pp | 134.50%-109.3pp | 373.84%-348.6pp |
| Employer contribution / active EE | $1,291 | $5,478-76.4% | $4,821-73.2% | $4,755-72.9% |
| Participant deferral / active EE | $1,457 | $6,522-77.7% | $5,682-74.4% | $6,713-78.3% |
| Admin fee / account holder | $65 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |