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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 | $11,121 | $154,228-92.8% | $145,433-92.4% | $137,256-91.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.95% | 74.59%-41.6pp | 66.58%-33.6pp | 220.34%-187.4pp |
| Employer contribution / active EE | $3,559 | $4,804-25.9% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $1,051 | $8,216-87.2% | $7,897-86.7% | $6,407-83.6% |
| Admin fee / account holder | $121 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |