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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 | $8,178 | $154,228-94.7% | $145,433-94.4% | $137,256-94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.62% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,588 | $4,804-66.9% | $4,554-65.1% | $4,156-61.8% |
| Participant deferral / active EE | $183 | $8,216-97.8% | $7,897-97.7% | $6,407-97.1% |
| Admin fee / account holder | $77 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |