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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 | $9,962 | $102,609-90.3% | $98,090-89.8% | $138,895-92.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 27.32% | 36.44%-9.1pp | 37.05%-9.7pp | 145.39%-118.1pp |
| Employer contribution / active EE | $1,249 | $3,867-67.7% | $3,606-65.4% | $4,194-70.2% |
| Participant deferral / active EE | $1,384 | $8,167-83.1% | $7,845-82.4% | $6,396-78.4% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |