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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 | $8,784 | $162,136-94.6% | $152,301-94.2% | $154,746-94.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 29.69% | 91.02%-61.3pp | 80.50%-50.8pp | 172.34%-142.6pp |
| Employer contribution / active EE | $1,348 | $4,890-72.4% | $4,624-70.8% | $4,379-69.2% |
| Participant deferral / active EE | $2,469 | $8,341-70.4% | $8,004-69.1% | $6,730-63.3% |
| Admin fee / account holder | $162 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |