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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 | $9,357 | $209,336-95.5% | $197,124-95.3% | $137,256-93.2% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 31.81% | 48.09%-16.3pp | 44.34%-12.5pp | 220.34%-188.5pp |
| Employer contribution / active EE | $1,804 | $6,591-72.6% | $6,227-71.0% | $4,156-56.6% |
| Participant deferral / active EE | $2,355 | $9,614-75.5% | $9,135-74.2% | $6,407-63.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |