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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 | $13,234 | $183,592-92.8% | $155,567-91.5% | $145,959-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,080 | $5,315-79.7% | $4,674-76.9% | $4,661-76.8% |
| Participant deferral / active EE | $1,770 | $6,464-72.6% | $5,628-68.5% | $6,689-73.5% |
| Admin fee / account holder | $265 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |