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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 | $8,274 | $124,980-93.4% | $108,359-92.4% | $154,746-94.7% |
| Participation rate | 81.8% | 75.2%+6.6pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 8.31% | 45.00%-36.7pp | 36.89%-28.6pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,949 | $2,851-31.6% | $2,399-18.8% | $4,379-55.5% |
| Participant deferral / active EE | $902 | $4,743-81.0% | $4,137-78.2% | $6,730-86.6% |
| Admin fee / account holder | $7 | $11,502-99.9% | $9,741-99.9% | $14,365-100.0% |