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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 | $5,767 | $182,442-96.8% | $163,379-96.5% | $138,895-95.8% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.8%+16.9pp | 79.9%+13.8pp |
| Annual return | 21.77% | 72.74%-51.0pp | 63.41%-41.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,034 | $4,159-75.1% | $3,752-72.5% | $4,194-75.4% |
| Participant deferral / active EE | $1,036 | $6,817-84.8% | $6,282-83.5% | $6,396-83.8% |
| Admin fee / account holder | $40 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |