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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 | $7,231 | $72,273-90.0% | $101,275-92.9% | $79,856-90.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.05% | 22.30%-10.2pp | 46.48%-34.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,619 | $2,691-2.7% | $3,660-28.5% | $2,471+6.0% |
| Participant deferral / active EE | $747 | $3,282-77.3% | $4,371-82.9% | $3,741-80.0% |
| Admin fee / account holder | $67 | $4,401-98.5% | $5,948-98.9% | $5,306-98.7% |