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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 | $16,045 | $153,769-89.6% | $133,975-88.0% | $273,972-94.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 18.11% | 36.51%-18.4pp | 29.29%-11.2pp | 41.46%-23.3pp |
| Employer contribution / active EE | $1,971 | $6,029-67.3% | $5,211-62.2% | $4,869-59.5% |
| Participant deferral / active EE | $2,211 | $6,958-68.2% | $6,282-64.8% | $5,287-58.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |