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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 | $12,183 | $201,372-94.0% | $184,260-93.4% | $145,884-91.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.88% | 29.04%-8.2pp | 28.84%-8.0pp | 551.85%-531.0pp |
| Employer contribution / active EE | $2,408 | $7,024-65.7% | $6,427-62.5% | $4,662-48.4% |
| Participant deferral / active EE | $3,098 | $9,808-68.4% | $9,133-66.1% | $6,690-53.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |