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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 | $14,334 | $81,457-82.4% | $103,378-86.1% | $80,911-82.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.79% | 25.58%-14.8pp | 24.91%-14.1pp | 35.63%-24.8pp |
| Employer contribution / active EE | $4,905 | $3,107+57.9% | $3,870+26.7% | $2,756+78.0% |
| Participant deferral / active EE | $1,144 | $3,871-70.5% | $5,058-77.4% | $4,297-73.4% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |