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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 | $28,822 | $227,399-87.3% | $189,758-84.8% | $198,609-85.5% |
| Participation rate | 70.6% | 84.0%-13.4pp | 79.8%-9.2pp | 82.4%-11.8pp |
| Annual return | 22.61% | 61.03%-38.4pp | 52.62%-30.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $1,711 | $5,526-69.0% | $4,767-64.1% | $5,055-66.2% |
| Participant deferral / active EE | $3,256 | $6,837-52.4% | $5,856-44.4% | $6,977-53.3% |
| Admin fee / account holder | $20 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |