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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 | $8,628 | $178,174-95.2% | $156,181-94.5% | $137,256-93.7% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.8%-5.5pp | 80.0%-6.6pp |
| Annual return | 21.26% | 84.19%-62.9pp | 64.87%-43.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,138 | $4,972-77.1% | $4,294-73.5% | $4,156-72.6% |
| Participant deferral / active EE | $1,588 | $6,888-77.0% | $6,132-74.1% | $6,407-75.2% |
| Admin fee / account holder | $155 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |