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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 | $13,256 | $175,231-92.4% | $149,696-91.1% | $139,466-90.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 27.64% | 166.77%-139.1pp | 134.46%-106.8pp | 373.66%-346.0pp |
| Employer contribution / active EE | $2,172 | $5,478-60.4% | $4,821-55.0% | $4,754-54.3% |
| Participant deferral / active EE | $1,283 | $6,521-80.3% | $5,682-77.4% | $6,712-80.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |