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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 | $20,738 | $227,291-90.9% | $214,702-90.3% | $155,188-86.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.13% | 60.08%-36.9pp | 54.55%-31.4pp | 148.84%-125.7pp |
| Employer contribution / active EE | $2,618 | $6,772-61.3% | $6,461-59.5% | $4,248-38.4% |
| Participant deferral / active EE | $2,763 | $9,582-71.2% | $9,147-69.8% | $6,531-57.7% |
| Admin fee / account holder | $1 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |