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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 | $7,140 | $223,823-96.8% | $211,142-96.6% | $154,746-95.4% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 22.77% | 50.39%-27.6pp | 46.84%-24.1pp | 172.34%-149.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,959 | $9,750-79.9% | $9,284-78.9% | $6,730-70.9% |
| Admin fee / account holder | $45 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |