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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 | $17,658 | $77,472-77.2% | $100,415-82.4% | $80,959-78.2% |
| Participation rate | 94.1% | 76.9%+17.2pp | 81.5%+12.6pp | 67.7%+26.4pp |
| Annual return | 14.92% | 37.26%-22.3pp | 49.47%-34.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,512 | $2,800-10.3% | $3,943-36.3% | $2,757-8.9% |
| Participant deferral / active EE | $2,472 | $6,818-63.7% | $8,091-69.4% | $4,300-42.5% |
| Admin fee / account holder | $226 | $5,885-96.2% | $7,906-97.1% | $6,925-96.7% |