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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 | $8,171 | $154,228-94.7% | $145,433-94.4% | $137,256-94.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 23.19% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,760 | $4,804-63.4% | $4,554-61.4% | $4,156-57.7% |
| Participant deferral / active EE | $1,906 | $8,216-76.8% | $7,897-75.9% | $6,407-70.2% |
| Admin fee / account holder | $121 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |