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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 | $6,047 | $111,814-94.6% | $103,378-94.2% | $145,978-95.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.19% | 24.80%-5.6pp | 24.91%-5.7pp | 550.52%-531.3pp |
| Employer contribution / active EE | $2,640 | $4,215-37.4% | $3,870-31.8% | $4,662-43.4% |
| Participant deferral / active EE | $1,344 | $5,618-76.1% | $5,058-73.4% | $6,690-79.9% |
| Admin fee / account holder | $64 | $9,764-99.3% | $8,401-99.2% | $13,400-99.5% |