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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 | $172,111-95.8% | $150,298-95.2% | $137,256-94.7% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 31.28% | 69.37%-38.1pp | 62.79%-31.5pp | 220.34%-189.1pp |
| Employer contribution / active EE | $1,330 | $4,636-71.3% | $4,154-68.0% | $4,156-68.0% |
| Participant deferral / active EE | $910 | $6,166-85.2% | $5,453-83.3% | $6,407-85.8% |
| Admin fee / account holder | $191 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |