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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 | $12,518 | $209,336-94.0% | $197,124-93.6% | $137,256-90.9% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 25.43% | 48.09%-22.7pp | 44.34%-18.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,362 | $6,591-79.3% | $6,227-78.1% | $4,156-67.2% |
| Participant deferral / active EE | $1,927 | $9,614-80.0% | $9,135-78.9% | $6,407-69.9% |
| Admin fee / account holder | $42 | $17,308-99.8% | $16,298-99.7% | $12,270-99.7% |