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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 | $156,398-94.7% | $147,318-94.4% | $138,895-94.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.19% | 78.75%-57.6pp | 70.43%-49.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,022 | $4,853-79.0% | $4,593-77.8% | $4,194-75.6% |
| Participant deferral / active EE | $1,022 | $8,237-87.6% | $7,906-87.1% | $6,396-84.0% |
| Admin fee / account holder | $53 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |