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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 | $4,628 | $106,247-95.6% | $96,515-95.2% | $139,466-96.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.00% | 38.47%-7.5pp | 35.73%-4.7pp | 373.66%-342.7pp |
| Employer contribution / active EE | $960 | $4,106-76.6% | $3,740-74.3% | $4,754-79.8% |
| Participant deferral / active EE | $1,170 | $5,456-78.5% | $4,880-76.0% | $6,712-82.6% |
| Admin fee / account holder | $51 | $7,885-99.4% | $6,735-99.2% | $11,409-99.6% |