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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 | $29,127 | $181,896-84.0% | $156,551-81.4% | $273,972-89.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.94% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $8,879 | $6,248+42.1% | $5,501+61.4% | $4,869+82.4% |
| Participant deferral / active EE | $1,330 | $5,550-76.0% | $4,871-72.7% | $5,287-74.9% |
| Admin fee / account holder | $75 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |