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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 | $23,944 | $140,592-83.0% | $123,106-80.6% | $125,388-80.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.40% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $5,380 | $6,041-10.9% | $5,151+4.4% | $4,866+10.6% |
| Participant deferral / active EE | $1,797 | $6,980-74.3% | $6,229-71.1% | $5,352-66.4% |
| Admin fee / account holder | $153 | $11,198-98.6% | $9,015-98.3% | $9,541-98.4% |