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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 | $18,431 | $110,212-83.3% | $96,534-80.9% | $139,466-86.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 17.99% | 26.42%-8.4pp | 25.88%-7.9pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,054 | $3,620-70.9% | $2,965-64.5% | $4,754-77.8% |
| Participant deferral / active EE | $1,111 | $5,547-80.0% | $4,851-77.1% | $6,712-83.4% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |