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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 | $18,049 | $93,589-80.7% | $135,942-86.7% | $75,181-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.39% | 30.90%-10.5pp | 68.28%-47.9pp | 160.69%-140.3pp |
| Employer contribution / active EE | $3,898 | $3,537+10.2% | $4,858-19.8% | $2,671+46.0% |
| Participant deferral / active EE | $2,366 | $6,405-63.1% | $7,759-69.5% | $4,126-42.7% |
| Admin fee / account holder | $293 | $6,977-95.8% | $10,764-97.3% | $5,650-94.8% |