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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 | $7,546 | $185,312-95.9% | $161,489-95.3% | $154,746-95.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.40% | 103.84%-81.4pp | 89.72%-67.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,114 | $4,769-76.6% | $4,268-73.9% | $4,379-74.6% |
| Participant deferral / active EE | $1,810 | $6,350-71.5% | $5,630-67.8% | $6,730-73.1% |
| Admin fee / account holder | $124 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |