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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 | $7,073 | $215,361-96.7% | $171,082-95.9% | $273,972-97.4% |
| Participation rate | 93.8% | 82.0%+11.7pp | 76.7%+17.1pp | 83.0%+10.7pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,987 | $4,967+20.5% | $4,002+49.6% | $4,869+23.0% |
| Participant deferral / active EE | $671 | $5,543-87.9% | $4,797-86.0% | $5,287-87.3% |
| Admin fee / account holder | $7 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |