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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 | $5,460 | $228,395-97.6% | $185,861-97.1% | $158,982-96.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 28.22% | 40.82%-12.6pp | 35.96%-7.7pp | 302.99%-274.8pp |
| Employer contribution / active EE | $1,053 | $4,968-78.8% | $4,088-74.2% | $4,763-77.9% |
| Participant deferral / active EE | $1,053 | $6,417-83.6% | $5,634-81.3% | $5,983-82.4% |
| Admin fee / account holder | $48 | $11,869-99.6% | $9,503-99.5% | $11,252-99.6% |