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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 | $14,188 | $85,766-83.5% | $136,298-89.6% | $70,126-79.8% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 27.51% | 31.46%-3.9pp | 5156.27%-5128.8pp | 73.15%-45.6pp |
| Employer contribution / active EE | $1,021 | $2,966-65.6% | $4,696-78.2% | $2,343-56.4% |
| Participant deferral / active EE | $964 | $5,051-80.9% | $6,247-84.6% | $3,332-71.1% |
| Admin fee / account holder | $152 | $5,421-97.2% | $9,244-98.4% | $4,645-96.7% |