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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 | $5,387 | $175,259-96.9% | $149,723-96.4% | $139,487-96.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 23.26% | 166.82%-143.6pp | 134.50%-111.2pp | 373.84%-350.6pp |
| Employer contribution / active EE | $1,382 | $5,478-74.8% | $4,821-71.3% | $4,755-70.9% |
| Participant deferral / active EE | $1,722 | $6,522-73.6% | $5,682-69.7% | $6,713-74.4% |
| Admin fee / account holder | $281 | $16,158-98.3% | $13,215-97.9% | $11,407-97.5% |