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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 | $9,124 | $201,264-95.5% | $184,185-95.0% | $145,978-93.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.29% | 29.00%-0.7pp | 28.81%-0.5pp | 550.52%-522.2pp |
| Employer contribution / active EE | $1,950 | $7,021-72.2% | $6,426-69.7% | $4,662-58.2% |
| Participant deferral / active EE | $2,665 | $9,806-72.8% | $9,132-70.8% | $6,690-60.2% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |