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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 | $11,488 | $165,381-93.1% | $149,730-92.3% | $158,966-92.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 16.00% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,744 | $5,104-65.8% | $4,645-62.5% | $4,762-63.4% |
| Participant deferral / active EE | $395 | $7,182-94.5% | $6,843-94.2% | $5,983-93.4% |
| Admin fee / account holder | $145 | $10,809-98.7% | $9,310-98.4% | $11,250-98.7% |