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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 | $5,380 | $156,398-96.6% | $147,318-96.3% | $138,895-96.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.35% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,412 | $4,853-70.9% | $4,593-69.3% | $4,194-66.3% |
| Participant deferral / active EE | $1,471 | $8,237-82.1% | $7,906-81.4% | $6,396-77.0% |
| Admin fee / account holder | $118 | $14,976-99.2% | $13,708-99.1% | $12,562-99.1% |