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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 | $6,747 | $129,737-94.8% | $119,126-94.3% | $154,746-95.6% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 18.81% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,215 | $4,375-72.2% | $4,034-69.9% | $4,379-72.3% |
| Participant deferral / active EE | $1,672 | $5,842-71.4% | $5,318-68.6% | $6,730-75.2% |
| Admin fee / account holder | $178 | $11,961-98.5% | $10,693-98.3% | $14,365-98.8% |