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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 | $5,136 | $118,496-95.7% | $98,461-94.8% | $139,466-96.3% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 17.99% | 18.96%-1.0pp | 21.17%-3.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $721 | $3,611-80.0% | $3,049-76.3% | $4,754-84.8% |
| Participant deferral / active EE | $913 | $5,393-83.1% | $4,738-80.7% | $6,712-86.4% |
| Admin fee / account holder | $248 | $14,056-98.2% | $8,961-97.2% | $11,409-97.8% |