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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 | $2,382 | $201,264-98.8% | $184,185-98.7% | $145,978-98.4% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 22.23% | 29.00%-6.8pp | 28.81%-6.6pp | 550.52%-528.3pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,456 | $9,806-85.2% | $9,132-84.1% | $6,690-78.2% |
| Admin fee / account holder | $270 | $16,376-98.4% | $13,909-98.1% | $13,400-98.0% |