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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 | $10,194 | $201,344-94.9% | $184,243-94.5% | $145,877-93.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.15% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,751 | $7,022-75.1% | $6,427-72.8% | $4,663-62.5% |
| Participant deferral / active EE | $2,651 | $9,807-73.0% | $9,132-71.0% | $6,691-60.4% |
| Admin fee / account holder | $38 | $16,382-99.8% | $13,914-99.7% | $13,402-99.7% |