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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 | $15,002 | $197,637-92.4% | $177,848-91.6% | $158,982-90.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 12.92% | 58.77%-45.8pp | 48.33%-35.4pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,924 | $6,698-71.3% | $5,919-67.5% | $4,763-59.6% |
| Participant deferral / active EE | $2,723 | $8,405-67.6% | $7,714-64.7% | $5,983-54.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |