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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 | $11,171 | $129,737-91.4% | $119,126-90.6% | $154,746-92.8% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 20.39% | 379.08%-358.7pp | 282.11%-261.7pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,216 | $4,375-72.2% | $4,034-69.8% | $4,379-72.2% |
| Participant deferral / active EE | $1,735 | $5,842-70.3% | $5,318-67.4% | $6,730-74.2% |
| Admin fee / account holder | $198 | $11,961-98.3% | $10,693-98.2% | $14,365-98.6% |