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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 | $11,317 | $155,555-92.7% | $146,866-92.3% | $155,188-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.48% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,364 | $4,647-70.6% | $4,425-69.2% | $4,248-67.9% |
| Participant deferral / active EE | $1,051 | $8,044-86.9% | $7,759-86.5% | $6,531-83.9% |
| Admin fee / account holder | $69 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |