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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 | $10,864 | $176,838-93.9% | $146,685-92.6% | $167,518-93.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 20.76% | 24.04%-3.3pp | 22.75%-2.0pp | 478.71%-457.9pp |
| Employer contribution / active EE | $1,129 | $5,161-78.1% | $4,137-72.7% | $4,838-76.7% |
| Participant deferral / active EE | $1,129 | $6,441-82.5% | $5,507-79.5% | $6,342-82.2% |
| Admin fee / account holder | $33 | $13,262-99.7% | $10,281-99.7% | $12,312-99.7% |