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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 | $16,294 | $148,623-89.0% | $135,974-88.0% | $139,466-88.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.13% | 79.30%-57.2pp | 68.30%-46.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,562 | $5,246-70.2% | $4,859-67.9% | $4,754-67.2% |
| Participant deferral / active EE | $2,444 | $8,103-69.8% | $7,760-68.5% | $6,712-63.6% |
| Admin fee / account holder | $46 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |