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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 | $9,214 | $132,634-93.1% | $115,768-92.0% | $137,256-93.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 20.51% | 160.70%-140.2pp | 100.46%-79.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $805 | $3,360-76.0% | $2,940-72.6% | $4,156-80.6% |
| Participant deferral / active EE | $1,314 | $5,619-76.6% | $4,917-73.3% | $6,407-79.5% |
| Admin fee / account holder | $242 | $15,028-98.4% | $12,439-98.1% | $12,270-98.0% |