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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 | $7,976 | $79,955-90.0% | $98,461-91.9% | $75,173-89.4% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.3pp |
| Annual return | 19.35% | 19.75%-0.4pp | 21.17%-1.8pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,303 | $2,264-42.4% | $3,049-57.2% | $2,671-51.2% |
| Participant deferral / active EE | $1,557 | $3,752-58.5% | $4,738-67.1% | $4,126-62.3% |
| Admin fee / account holder | $8 | $6,841-99.9% | $8,961-99.9% | $5,651-99.9% |