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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 | $13,758 | $106,524-87.1% | $152,301-91.0% | $87,485-84.3% |
| Participation rate | 93.0% | 75.8%+17.3pp | 82.4%+10.6pp | 68.9%+24.1pp |
| Annual return | 18.39% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,327 | $3,371-60.6% | $4,624-71.3% | $2,596-48.9% |
| Participant deferral / active EE | $2,366 | $6,525-63.7% | $8,004-70.4% | $4,274-44.6% |
| Admin fee / account holder | $168 | $8,287-98.0% | $14,398-98.8% | $7,775-97.8% |