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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 | $15,040 | $154,228-90.2% | $145,433-89.7% | $137,256-89.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.89% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,966 | $4,804-59.1% | $4,554-56.8% | $4,156-52.7% |
| Participant deferral / active EE | $2,404 | $8,216-70.7% | $7,897-69.6% | $6,407-62.5% |
| Admin fee / account holder | $58 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |