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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 | $14,175 | $156,398-90.9% | $147,318-90.4% | $138,895-89.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 22.91% | 78.75%-55.8pp | 70.43%-47.5pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,343 | $4,853-72.3% | $4,593-70.8% | $4,194-68.0% |
| Participant deferral / active EE | $2,360 | $8,237-71.4% | $7,906-70.2% | $6,396-63.1% |
| Admin fee / account holder | $50 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |