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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 | $14,469 | $156,398-90.7% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 43.61% | 78.75%-35.1pp | 70.43%-26.8pp | 145.39%-101.8pp |
| Employer contribution / active EE | $1,578 | $4,853-67.5% | $4,593-65.6% | $4,194-62.4% |
| Participant deferral / active EE | $2,363 | $8,237-71.3% | $7,906-70.1% | $6,396-63.1% |
| Admin fee / account holder | $88 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |