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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 | $11,123 | $166,242-93.3% | $165,071-93.3% | $145,884-92.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 18.11% | 100.44%-82.3pp | 70.17%-52.1pp | 551.85%-533.7pp |
| Employer contribution / active EE | $1,612 | $5,283-69.5% | $4,347-62.9% | $4,662-65.4% |
| Participant deferral / active EE | $1,612 | $6,964-76.9% | $6,035-73.3% | $6,690-75.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |