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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 | $12,708 | $156,398-91.9% | $147,318-91.4% | $138,895-90.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 22.24% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,034 | $4,853-78.7% | $4,593-77.5% | $4,194-75.4% |
| Participant deferral / active EE | $2,264 | $8,237-72.5% | $7,906-71.4% | $6,396-64.6% |
| Admin fee / account holder | $94 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |