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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 | $11,120 | $115,225-90.3% | $100,712-89.0% | $138,895-92.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 18.57% | 40.35%-21.8pp | 33.27%-14.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $550 | $2,771-80.1% | $2,313-76.2% | $4,194-86.9% |
| Participant deferral / active EE | $550 | $4,699-88.3% | $4,085-86.5% | $6,396-91.4% |
| Admin fee / account holder | $43 | $10,844-99.6% | $9,256-99.5% | $12,562-99.7% |