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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 | $6,699 | $174,379-96.2% | $152,093-95.6% | $138,895-95.2% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 25.48% | 74.86%-49.4pp | 66.36%-40.9pp | 145.39%-119.9pp |
| Employer contribution / active EE | $1,026 | $4,652-78.0% | $4,175-75.4% | $4,194-75.5% |
| Participant deferral / active EE | $1,309 | $6,159-78.7% | $5,451-76.0% | $6,396-79.5% |
| Admin fee / account holder | $57 | $16,880-99.7% | $14,497-99.6% | $12,562-99.5% |