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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 | $14,050 | $154,228-90.9% | $145,433-90.3% | $137,256-89.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.06% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,532 | $4,804-68.1% | $4,554-66.4% | $4,156-63.1% |
| Participant deferral / active EE | $2,061 | $8,216-74.9% | $7,897-73.9% | $6,407-67.8% |
| Admin fee / account holder | $284 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |