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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 | $6,958 | $178,174-96.1% | $156,181-95.5% | $137,256-94.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.67% | 84.19%-61.5pp | 64.87%-42.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,103 | $4,972-77.8% | $4,294-74.3% | $4,156-73.5% |
| Participant deferral / active EE | $1,392 | $6,888-79.8% | $6,132-77.3% | $6,407-78.3% |
| Admin fee / account holder | $27 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |