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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 | $11,880 | $184,014-93.5% | $161,149-92.6% | $138,895-91.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.12% | 21.52%-2.4pp | 21.16%-2.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,119 | $5,055-77.9% | $4,360-74.3% | $4,194-73.3% |
| Participant deferral / active EE | $1,948 | $6,909-71.8% | $6,153-68.3% | $6,396-69.5% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |