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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 | $6,580 | $117,846-94.4% | $102,434-93.6% | $145,884-95.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.52% | 31.90%-14.4pp | 29.46%-11.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $1,165 | $3,615-67.8% | $3,023-61.5% | $4,662-75.0% |
| Participant deferral / active EE | $1,388 | $5,733-75.8% | $5,055-72.5% | $6,690-79.2% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |