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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 | $7,479 | $106,864-93.0% | $147,318-94.9% | $82,637-90.9% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 22.92% | 27.49%-4.6pp | 70.43%-47.5pp | 53.51%-30.6pp |
| Employer contribution / active EE | $1,704 | $3,417-50.1% | $4,593-62.9% | $2,552-33.2% |
| Participant deferral / active EE | $1,171 | $6,496-82.0% | $7,906-85.2% | $4,126-71.6% |
| Admin fee / account holder | $64 | $8,415-99.2% | $13,708-99.5% | $7,339-99.1% |