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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 | $8,527 | $110,212-92.3% | $96,534-91.2% | $139,466-93.9% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+0.9pp | 80.3%-3.4pp |
| Annual return | 320.03% | 26.42%+293.6pp | 25.88%+294.1pp | 373.66%-53.6pp |
| Employer contribution / active EE | $1,254 | $3,620-65.4% | $2,965-57.7% | $4,754-73.6% |
| Participant deferral / active EE | $1,383 | $5,547-75.1% | $4,851-71.5% | $6,712-79.4% |
| Admin fee / account holder | $126 | $11,599-98.9% | $8,253-98.5% | $11,409-98.9% |