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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 | $9,688 | $75,963-87.2% | $97,995-90.1% | $70,126-86.2% |
| Participation rate | 97.8% | 77.0%+20.8pp | 82.4%+15.4pp | 69.5%+28.2pp |
| Annual return | 16.84% | 19.26%-2.4pp | 23.94%-7.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $5,056 | $3,278+54.2% | $4,158+21.6% | $2,343+115.8% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $95 | $5,407-98.3% | $5,943-98.4% | $4,645-98.0% |