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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 | $6,392 | $111,814-94.3% | $103,374-93.8% | $145,959-95.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.12% | 24.77%-9.6pp | 24.89%-9.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,228 | $4,214-70.9% | $3,869-68.3% | $4,661-73.6% |
| Participant deferral / active EE | $1,356 | $5,618-75.9% | $5,058-73.2% | $6,689-79.7% |
| Admin fee / account holder | $158 | $9,754-98.4% | $8,394-98.1% | $13,398-98.8% |