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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 | $7,268 | $106,524-93.2% | $152,301-95.2% | $87,485-91.7% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.4%-1.9pp | 68.9%+11.6pp |
| Annual return | 26.84% | 26.89%-0.1pp | 80.50%-53.7pp | 26.06%+0.8pp |
| Employer contribution / active EE | $1,306 | $3,371-61.3% | $4,624-71.8% | $2,596-49.7% |
| Participant deferral / active EE | $1,853 | $6,525-71.6% | $8,004-76.9% | $4,274-56.7% |
| Admin fee / account holder | $172 | $8,287-97.9% | $14,398-98.8% | $7,775-97.8% |