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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 | $6,756 | $100,970-93.3% | $96,576-93.0% | $137,256-95.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.10% | 38.16%-9.1pp | 38.47%-9.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,769 | $3,809-53.6% | $3,553-50.2% | $4,156-57.4% |
| Participant deferral / active EE | $2,017 | $8,286-75.7% | $7,956-74.6% | $6,407-68.5% |
| Admin fee / account holder | $239 | $11,312-97.9% | $11,381-97.9% | $12,270-98.1% |