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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 | $14,707 | $201,370-92.7% | $184,256-92.0% | $145,897-89.9% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 15.36% | 29.05%-13.7pp | 28.85%-13.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,565 | $7,024-77.7% | $6,427-75.7% | $4,663-66.4% |
| Participant deferral / active EE | $2,996 | $9,808-69.5% | $9,133-67.2% | $6,689-55.2% |
| Admin fee / account holder | $81 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |