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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 | $9,489 | $135,956-93.0% | $123,894-92.3% | $273,972-96.5% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 7.86% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $934 | $5,170-81.9% | $4,617-79.8% | $4,869-80.8% |
| Participant deferral / active EE | $1,785 | $6,343-71.9% | $5,984-70.2% | $5,287-66.2% |
| Admin fee / account holder | $112 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |