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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 | $20,143 | $70,486-71.4% | $100,528-80.0% | $79,852-74.8% |
| Participation rate | 96.0% | 73.6%+22.4pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 15.97% | 21.90%-5.9pp | 30.90%-14.9pp | 31.72%-15.7pp |
| Employer contribution / active EE | $298 | $2,165-86.2% | $3,419-91.3% | $2,471-87.9% |
| Participant deferral / active EE | $1,196 | $5,182-76.9% | $6,271-80.9% | $3,740-68.0% |
| Admin fee / account holder | $297 | $4,480-93.4% | $8,084-96.3% | $5,306-94.4% |