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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 | $11,201 | $105,160-89.3% | $94,679-88.2% | $139,456-92.0% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 14.11% | 38.04%-23.9pp | 156.75%-142.6pp | 373.45%-359.3pp |
| Employer contribution / active EE | $978 | $4,107-76.2% | $3,673-73.4% | $4,753-79.4% |
| Participant deferral / active EE | $1,513 | $7,599-80.1% | $7,417-79.6% | $6,711-77.5% |
| Admin fee / account holder | $198 | $8,988-97.8% | $7,233-97.3% | $11,407-98.3% |