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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 | $106,749-93.2% | $145,433-95.0% | $82,448-91.2% |
| Participation rate | 80.6% | 75.6%+4.9pp | 82.1%-1.6pp | 68.1%+12.5pp |
| Annual return | 26.84% | 27.59%-0.8pp | 66.58%-39.7pp | 41.64%-14.8pp |
| Employer contribution / active EE | $1,306 | $3,444-62.1% | $4,554-71.3% | $2,551-48.8% |
| Participant deferral / active EE | $1,853 | $6,519-71.6% | $7,897-76.5% | $4,139-55.2% |
| Admin fee / account holder | $172 | $8,390-98.0% | $13,129-98.7% | $7,234-97.6% |