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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 | $14,835 | $52,306-71.6% | $69,779-78.7% | $62,881-76.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.21% | 13.35%-8.1pp | 12.99%-7.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,073 | $1,799+15.2% | $2,338-11.4% | $2,281-9.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $184 | $3,691-95.0% | $4,381-95.8% | $4,296-95.7% |