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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 | $16,635 | $160,070-89.6% | $147,117-88.7% | $145,897-88.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.98% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,380 | $5,285-73.9% | $4,932-72.0% | $4,663-70.4% |
| Participant deferral / active EE | $2,498 | $8,419-70.3% | $8,065-69.0% | $6,689-62.7% |
| Admin fee / account holder | $133 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |