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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 | $8,274 | $123,155-93.3% | $108,753-92.4% | $155,188-94.7% |
| Participation rate | 81.8% | 75.6%+6.2pp | 71.1%+10.7pp | 80.8%+1.0pp |
| Annual return | 8.31% | 44.73%-36.4pp | 37.47%-29.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $1,949 | $2,811-30.7% | $2,427-19.7% | $4,248-54.1% |
| Participant deferral / active EE | $902 | $4,623-80.5% | $4,115-78.1% | $6,531-86.2% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,320-99.9% | $14,480-100.0% |