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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 | $15,238 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 24.07% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $894 | $4,804-81.4% | $4,554-80.4% | $4,156-78.5% |
| Participant deferral / active EE | $2,151 | $8,216-73.8% | $7,897-72.8% | $6,407-66.4% |
| Admin fee / account holder | $237 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |