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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 | $5,820 | $73,940-92.1% | $96,496-94.0% | $75,173-92.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.38% | 26.71%-12.3pp | 35.70%-21.3pp | 160.65%-146.3pp |
| Employer contribution / active EE | $2,032 | $2,929-30.6% | $3,738-45.6% | $2,670-23.9% |
| Participant deferral / active EE | $543 | $3,659-85.2% | $4,879-88.9% | $4,126-86.8% |
| Admin fee / account holder | $228 | $5,216-95.6% | $6,731-96.6% | $5,651-96.0% |