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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 | $18,561 | $209,336-91.1% | $197,124-90.6% | $137,256-86.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 25.43% | 48.09%-22.7pp | 44.34%-18.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $2,907 | $6,591-55.9% | $6,227-53.3% | $4,156-30.0% |
| Participant deferral / active EE | $2,907 | $9,614-69.8% | $9,135-68.2% | $6,407-54.6% |
| Admin fee / account holder | $210 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |