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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 | $156,398-94.8% | $147,318-94.4% | $138,895-94.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.62% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,588 | $4,853-67.3% | $4,593-65.4% | $4,194-62.1% |
| Participant deferral / active EE | $183 | $8,237-97.8% | $7,906-97.7% | $6,396-97.1% |
| Admin fee / account holder | $77 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |