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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 | $11,125 | $209,336-94.7% | $197,124-94.4% | $137,256-91.9% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 33.16% | 48.09%-14.9pp | 44.34%-11.2pp | 220.34%-187.2pp |
| Employer contribution / active EE | $1,820 | $6,591-72.4% | $6,227-70.8% | $4,156-56.2% |
| Participant deferral / active EE | $1,965 | $9,614-79.6% | $9,135-78.5% | $6,407-69.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |