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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 | $11,822 | $89,259-86.8% | $107,187-89.0% | $82,637-85.7% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 15.95% | 21.02%-5.1pp | 204.55%-188.6pp | 53.51%-37.6pp |
| Employer contribution / active EE | $837 | $3,080-72.8% | $3,782-77.9% | $2,552-67.2% |
| Participant deferral / active EE | $1,677 | $4,037-58.5% | $5,096-67.1% | $4,126-59.4% |
| Admin fee / account holder | $140 | $7,381-98.1% | $9,162-98.5% | $7,339-98.1% |