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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 | $5,829 | $185,856-96.9% | $170,028-96.6% | $139,456-95.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 37.88% | 60.52%-22.6pp | 53.39%-15.5pp | 373.45%-335.6pp |
| Employer contribution / active EE | $2,208 | $7,593-70.9% | $6,788-67.5% | $4,753-53.6% |
| Participant deferral / active EE | $2,478 | $11,623-78.7% | $10,409-76.2% | $6,711-63.1% |
| Admin fee / account holder | $51 | $15,387-99.7% | $12,820-99.6% | $11,407-99.6% |