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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 | $6,248 | $148,629-95.8% | $135,982-95.4% | $139,487-95.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 27.39% | 79.33%-51.9pp | 68.32%-40.9pp | 373.84%-346.5pp |
| Employer contribution / active EE | $1,489 | $5,247-71.6% | $4,859-69.4% | $4,755-68.7% |
| Participant deferral / active EE | $1,489 | $8,102-81.6% | $7,760-80.8% | $6,713-77.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |