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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 | $11,846 | $81,476-85.5% | $102,383-88.4% | $80,925-85.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.22% | 25.59%-14.4pp | 24.94%-13.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $3,171 | $3,105+2.1% | $3,870-18.1% | $2,756+15.0% |
| Participant deferral / active EE | $1,136 | $3,871-70.7% | $5,060-77.6% | $4,299-73.6% |
| Admin fee / account holder | $294 | $6,717-95.6% | $8,391-96.5% | $6,940-95.8% |