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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 | $11,941 | $154,228-92.3% | $145,433-91.8% | $137,256-91.3% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,172 | $4,804-75.6% | $4,554-74.3% | $4,156-71.8% |
| Participant deferral / active EE | $1,365 | $8,216-83.4% | $7,897-82.7% | $6,407-78.7% |
| Admin fee / account holder | $94 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |