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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 | $8,235 | $65,395-87.4% | $182,540-95.5% | $72,975-88.7% |
| Participation rate | 93.1% | 65.4%+27.6pp | 78.0%+15.1pp | 69.5%+23.6pp |
| Annual return | 18.76% | 27.68%-8.9pp | 148.58%-129.8pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,408 | $1,911-26.3% | $4,076-65.4% | $2,440-42.3% |
| Participant deferral / active EE | $472 | $3,563-86.7% | $5,525-91.5% | $3,608-86.9% |
| Admin fee / account holder | $6 | $4,245-99.9% | $8,593-99.9% | $5,124-99.9% |