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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 | $6,086 | $135,956-95.5% | $123,894-95.1% | $273,972-97.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 28.71% | 56.63%-27.9pp | 47.52%-18.8pp | 41.46%-12.7pp |
| Employer contribution / active EE | $1,461 | $5,170-71.7% | $4,617-68.4% | $4,869-70.0% |
| Participant deferral / active EE | $1,812 | $6,343-71.4% | $5,984-69.7% | $5,287-65.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |