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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 | $6,548 | $154,228-95.8% | $145,433-95.5% | $137,256-95.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 26.38% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $936 | $4,804-80.5% | $4,554-79.5% | $4,156-77.5% |
| Participant deferral / active EE | $1,628 | $8,216-80.2% | $7,897-79.4% | $6,407-74.6% |
| Admin fee / account holder | $229 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |