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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 | $15,930 | $135,956-88.3% | $123,894-87.1% | $273,972-94.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.88% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,191 | $5,170-77.0% | $4,617-74.2% | $4,869-75.5% |
| Participant deferral / active EE | $541 | $6,343-91.5% | $5,984-91.0% | $5,287-89.8% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |