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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 | $8,238 | $154,228-94.7% | $145,433-94.3% | $137,256-94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,022 | $4,804-78.7% | $4,554-77.6% | $4,156-75.4% |
| Participant deferral / active EE | $1,022 | $8,216-87.6% | $7,897-87.1% | $6,407-84.1% |
| Admin fee / account holder | $53 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |