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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 | $81,487-82.4% | $102,412-86.0% | $80,935-82.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.79% | 25.60%-14.8pp | 24.94%-14.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $4,905 | $3,103+58.1% | $3,870+26.8% | $2,757+77.9% |
| Participant deferral / active EE | $1,144 | $3,871-70.5% | $5,060-77.4% | $4,299-73.4% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |