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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 | $9,897 | $129,737-92.4% | $119,126-91.7% | $154,746-93.6% |
| Participation rate | 94.4% | 78.9%+15.6pp | 75.8%+18.7pp | 80.7%+13.7pp |
| Annual return | 21.47% | 379.08%-357.6pp | 282.11%-260.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $5,893 | $4,375+34.7% | $4,034+46.1% | $4,379+34.6% |
| Participant deferral / active EE | $1,766 | $5,842-69.8% | $5,318-66.8% | $6,730-73.8% |
| Admin fee / account holder | $32 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |