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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 | $16,631 | $165,351-89.9% | $149,710-88.9% | $158,931-89.5% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 13.68% | 348.19%-334.5pp | 276.63%-263.0pp | 302.86%-289.2pp |
| Employer contribution / active EE | $4,839 | $5,103-5.2% | $4,645+4.2% | $4,761+1.6% |
| Participant deferral / active EE | $1,948 | $7,181-72.9% | $6,842-71.5% | $5,982-67.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |