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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 | $6,285 | $108,912-94.2% | $100,383-93.7% | $145,959-95.7% |
| Participation rate | 81.3% | 83.0%-1.7pp | 81.5%-0.2pp | 80.3%+1.0pp |
| Annual return | 14.92% | 57.96%-43.0pp | 49.26%-34.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,222 | $4,423-72.4% | $3,944-69.0% | $4,661-73.8% |
| Participant deferral / active EE | $2,176 | $8,451-74.3% | $8,086-73.1% | $6,689-67.5% |
| Admin fee / account holder | $67 | $9,690-99.3% | $7,900-99.2% | $13,398-99.5% |