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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 | $14,840 | $223,823-93.4% | $211,142-93.0% | $154,746-90.4% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 23.74% | 50.39%-26.7pp | 46.84%-23.1pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,761 | $6,787-74.1% | $6,442-72.7% | $4,379-59.8% |
| Participant deferral / active EE | $2,329 | $9,750-76.1% | $9,284-74.9% | $6,730-65.4% |
| Admin fee / account holder | $203 | $19,707-99.0% | $19,076-98.9% | $14,365-98.6% |