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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 | $11,346 | $201,370-94.4% | $184,256-93.8% | $145,897-92.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.67% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,608 | $7,024-77.1% | $6,427-75.0% | $4,663-65.5% |
| Participant deferral / active EE | $2,289 | $9,808-76.7% | $9,133-74.9% | $6,689-65.8% |
| Admin fee / account holder | $38 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |