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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 | $8,321 | $124,425-93.3% | $112,040-92.6% | $137,256-93.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 27.82% | 24.72%+3.1pp | 24.52%+3.3pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,216 | $3,411-64.4% | $2,954-58.9% | $4,156-70.8% |
| Participant deferral / active EE | $1,447 | $5,718-74.7% | $5,098-71.6% | $6,407-77.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |