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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 | $8,229 | $110,410-92.5% | $102,437-92.0% | $145,897-94.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 13.95% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,023 | $4,217-75.7% | $3,871-73.6% | $4,663-78.1% |
| Participant deferral / active EE | $1,356 | $5,622-75.9% | $5,060-73.2% | $6,689-79.7% |
| Admin fee / account holder | $55 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |