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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 | $13,823 | $178,174-92.2% | $156,181-91.1% | $137,256-89.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 21.95% | 84.19%-62.2pp | 64.87%-42.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,139 | $4,972-77.1% | $4,294-73.5% | $4,156-72.6% |
| Participant deferral / active EE | $1,139 | $6,888-83.5% | $6,132-81.4% | $6,407-82.2% |
| Admin fee / account holder | $51 | $17,404-99.7% | $14,586-99.7% | $12,270-99.6% |