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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 | $18,860 | $135,645-86.1% | $110,243-82.9% | $135,380-86.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.70% | 513.24%-503.5pp | 314.76%-305.1pp | 519.81%-510.1pp |
| Employer contribution / active EE | $2,297 | $4,907-53.2% | $3,827-40.0% | $4,779-51.9% |
| Participant deferral / active EE | $1,556 | $5,507-71.7% | $4,672-66.7% | $5,609-72.3% |
| Admin fee / account holder | $71 | $11,458-99.4% | $8,548-99.2% | $10,828-99.3% |