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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 | $5,717 | $185,856-96.9% | $170,028-96.6% | $139,456-95.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 48.46% | 60.52%-12.1pp | 53.39%-4.9pp | 373.45%-325.0pp |
| Employer contribution / active EE | $2,256 | $7,593-70.3% | $6,788-66.8% | $4,753-52.5% |
| Participant deferral / active EE | $2,256 | $11,623-80.6% | $10,409-78.3% | $6,711-66.4% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |