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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 | $18,537 | $70,486-73.7% | $100,535-81.6% | $79,856-76.8% |
| Participation rate | 83.3% | 73.6%+9.7pp | 79.4%+3.9pp | 69.6%+13.7pp |
| Annual return | 15.71% | 21.90%-6.2pp | 30.90%-15.2pp | 31.71%-16.0pp |
| Employer contribution / active EE | $948 | $2,165-56.2% | $3,419-72.3% | $2,471-61.6% |
| Participant deferral / active EE | $1,850 | $5,182-64.3% | $6,271-70.5% | $3,741-50.5% |
| Admin fee / account holder | $17 | $4,480-99.6% | $8,085-99.8% | $5,306-99.7% |