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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 | $13,460 | $162,136-91.7% | $152,301-91.2% | $154,746-91.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.68% | 91.02%-65.3pp | 80.50%-54.8pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,794 | $4,890-63.3% | $4,624-61.2% | $4,379-59.0% |
| Participant deferral / active EE | $2,408 | $8,341-71.1% | $8,004-69.9% | $6,730-64.2% |
| Admin fee / account holder | $150 | $15,759-99.0% | $14,398-99.0% | $14,365-99.0% |