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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 | $4,562 | $135,956-96.6% | $123,894-96.3% | $273,972-98.3% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 14.27% | 56.63%-42.4pp | 47.52%-33.2pp | 41.46%-27.2pp |
| Employer contribution / active EE | $1,429 | $5,170-72.4% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $1,677 | $6,343-73.6% | $5,984-72.0% | $5,287-68.3% |
| Admin fee / account holder | $114 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |