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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 | $8,296 | $148,629-94.4% | $135,982-93.9% | $139,487-94.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.97% | 79.33%-57.4pp | 68.32%-46.4pp | 373.84%-351.9pp |
| Employer contribution / active EE | $1,200 | $5,247-77.1% | $4,859-75.3% | $4,755-74.8% |
| Participant deferral / active EE | $2,162 | $8,102-73.3% | $7,760-72.1% | $6,713-67.8% |
| Admin fee / account holder | $52 | $12,406-99.6% | $10,767-99.5% | $11,407-99.5% |