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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 | $7,450 | $160,040-95.3% | $147,096-94.9% | $145,877-94.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 24.22% | 98.49%-74.3pp | 419.75%-395.5pp | 551.28%-527.1pp |
| Employer contribution / active EE | $1,110 | $5,289-79.0% | $4,936-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $2,425 | $8,429-71.2% | $8,071-70.0% | $6,691-63.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |