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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 | $7,740 | $88,672-91.3% | $105,223-92.6% | $82,448-90.6% |
| Participation rate | 75.6% | 67.9%+7.7pp | 75.0%+0.6pp | 68.1%+7.5pp |
| Annual return | 28.52% | 30.86%-2.3pp | 180.65%-152.1pp | 41.64%-13.1pp |
| Employer contribution / active EE | $861 | $3,048-71.7% | $3,689-76.6% | $2,551-66.2% |
| Participant deferral / active EE | $1,547 | $4,036-61.7% | $5,072-69.5% | $4,139-62.6% |
| Admin fee / account holder | $74 | $7,146-99.0% | $8,859-99.2% | $7,234-99.0% |