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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 | $19,880 | $209,336-90.5% | $197,124-89.9% | $137,256-85.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 23.86% | 48.09%-24.2pp | 44.34%-20.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,878 | $6,591-71.5% | $6,227-69.8% | $4,156-54.8% |
| Participant deferral / active EE | $2,783 | $9,614-71.1% | $9,135-69.5% | $6,407-56.6% |
| Admin fee / account holder | $68 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |