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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 | $10,175 | $135,956-92.5% | $123,894-91.8% | $273,972-96.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.85% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $834 | $5,170-83.9% | $4,617-81.9% | $4,869-82.9% |
| Participant deferral / active EE | $840 | $6,343-86.8% | $5,984-86.0% | $5,287-84.1% |
| Admin fee / account holder | $114 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |