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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 | $7,108 | $136,860-94.8% | $120,344-94.1% | $154,746-95.4% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 31.44% | 21.38%+10.1pp | 20.30%+11.1pp | 172.34%-140.9pp |
| Employer contribution / active EE | $1,183 | $3,533-66.5% | $3,020-60.8% | $4,379-73.0% |
| Participant deferral / active EE | $1,288 | $5,793-77.8% | $5,135-74.9% | $6,730-80.9% |
| Admin fee / account holder | $14 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |