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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 | $29,607 | $223,823-86.8% | $211,142-86.0% | $154,746-80.9% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 19.90% | 50.39%-30.5pp | 46.84%-26.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,950 | $6,787-71.3% | $6,442-69.7% | $4,379-55.5% |
| Participant deferral / active EE | $2,780 | $9,750-71.5% | $9,284-70.1% | $6,730-58.7% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |