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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 | $3,813 | $135,956-97.2% | $123,894-96.9% | $273,972-98.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.10% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $981 | $5,170-81.0% | $4,617-78.8% | $4,869-79.9% |
| Participant deferral / active EE | $71 | $6,343-98.9% | $5,984-98.8% | $5,287-98.7% |
| Admin fee / account holder | $168 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |