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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 | $11,020 | $99,635-88.9% | $99,460-88.9% | $198,609-94.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.79% | 11.15%+6.6pp | 11.98%+5.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,172 | $6,694-52.6% | $6,049-47.6% | $5,055-37.3% |
| Participant deferral / active EE | $1,013 | $6,766-85.0% | $5,995-83.1% | $6,977-85.5% |
| Admin fee / account holder | $252 | $22,915-98.9% | $18,725-98.7% | $19,030-98.7% |