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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 | $17,174 | $201,372-91.5% | $184,260-90.7% | $145,884-88.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 9.94% | 29.04%-19.1pp | 28.84%-18.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,696 | $7,024-75.9% | $6,427-73.6% | $4,662-63.6% |
| Participant deferral / active EE | $2,854 | $9,808-70.9% | $9,133-68.8% | $6,690-57.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |