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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 | $4,601 | $111,535-95.9% | $105,223-95.6% | $137,256-96.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 30.32% | 237.85%-207.5pp | 180.65%-150.3pp | 220.34%-190.0pp |
| Employer contribution / active EE | $814 | $3,939-79.3% | $3,689-77.9% | $4,156-80.4% |
| Participant deferral / active EE | $1,091 | $5,500-80.2% | $5,072-78.5% | $6,407-83.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |