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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 | $178,174-92.9% | $156,181-92.0% | $137,256-90.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.71% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,864 | $4,972-62.5% | $4,294-56.6% | $4,156-55.2% |
| Participant deferral / active EE | $587 | $6,888-91.5% | $6,132-90.4% | $6,407-90.8% |
| Admin fee / account holder | $197 | $17,404-98.9% | $14,586-98.6% | $12,270-98.4% |