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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 | $8,684 | $156,398-94.4% | $147,318-94.1% | $138,895-93.7% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 26.60% | 78.75%-52.1pp | 70.43%-43.8pp | 145.39%-118.8pp |
| Employer contribution / active EE | $1,387 | $4,853-71.4% | $4,593-69.8% | $4,194-66.9% |
| Participant deferral / active EE | $1,853 | $8,237-77.5% | $7,906-76.6% | $6,396-71.0% |
| Admin fee / account holder | $198 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |