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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 | $3,013 | $106,247-97.2% | $96,515-96.9% | $139,466-97.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 35.75% | 38.47%-2.7pp | 35.73%0pp | 373.66%-337.9pp |
| Employer contribution / active EE | $1,050 | $4,106-74.4% | $3,740-71.9% | $4,754-77.9% |
| Participant deferral / active EE | $1,152 | $5,456-78.9% | $4,880-76.4% | $6,712-82.8% |
| Admin fee / account holder | $87 | $7,885-98.9% | $6,735-98.7% | $11,409-99.2% |