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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 | $8,106 | $124,425-93.5% | $112,040-92.8% | $137,256-94.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 28.30% | 24.72%+3.6pp | 24.52%+3.8pp | 220.34%-192.0pp |
| Employer contribution / active EE | $907 | $3,411-73.4% | $2,954-69.3% | $4,156-78.2% |
| Participant deferral / active EE | $1,648 | $5,718-71.2% | $5,098-67.7% | $6,407-74.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |