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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 | $12,566 | $184,014-93.2% | $161,149-92.2% | $138,895-91.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.71% | 21.52%-7.8pp | 21.16%-7.4pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,864 | $5,055-63.1% | $4,360-57.3% | $4,194-55.6% |
| Participant deferral / active EE | $587 | $6,909-91.5% | $6,153-90.5% | $6,396-90.8% |
| Admin fee / account holder | $197 | $18,027-98.9% | $15,194-98.7% | $12,562-98.4% |