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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 | $15,269 | $209,336-92.7% | $197,124-92.3% | $137,256-88.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 30.77% | 48.09%-17.3pp | 44.34%-13.6pp | 220.34%-189.6pp |
| Employer contribution / active EE | $1,856 | $6,591-71.8% | $6,227-70.2% | $4,156-55.3% |
| Participant deferral / active EE | $2,149 | $9,614-77.6% | $9,135-76.5% | $6,407-66.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |