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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 | $7,251 | $181,062-96.0% | $158,223-95.4% | $155,188-95.3% |
| Participation rate | 70.0% | 82.7%-12.7pp | 79.2%-9.2pp | 80.8%-10.8pp |
| Annual return | 31.28% | 57.39%-26.1pp | 52.09%-20.8pp | 148.84%-117.6pp |
| Employer contribution / active EE | $1,330 | $4,565-70.9% | $4,109-67.6% | $4,248-68.7% |
| Participant deferral / active EE | $910 | $6,134-85.2% | $5,467-83.4% | $6,531-86.1% |
| Admin fee / account holder | $191 | $18,825-99.0% | $16,047-98.8% | $14,480-98.7% |