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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 | $13,415 | $148,623-91.0% | $135,974-90.1% | $139,466-90.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 27.06% | 79.30%-52.2pp | 68.30%-41.2pp | 373.66%-346.6pp |
| Employer contribution / active EE | $1,811 | $5,246-65.5% | $4,859-62.7% | $4,754-61.9% |
| Participant deferral / active EE | $2,115 | $8,103-73.9% | $7,760-72.7% | $6,712-68.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |