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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 | $6,296 | $106,749-94.1% | $145,433-95.7% | $82,448-92.4% |
| Participation rate | 80.9% | 75.6%+5.2pp | 82.1%-1.3pp | 68.1%+12.8pp |
| Annual return | 17.46% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,149 | $3,444-66.6% | $4,554-74.8% | $2,551-54.9% |
| Participant deferral / active EE | $1,865 | $6,519-71.4% | $7,897-76.4% | $4,139-54.9% |
| Admin fee / account holder | $213 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |