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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 | $11,735 | $117,829-90.0% | $102,423-88.5% | $145,877-92.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.56% | 31.83%-21.3pp | 29.42%-18.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,173 | $3,615-67.6% | $3,023-61.2% | $4,663-74.8% |
| Participant deferral / active EE | $1,307 | $5,732-77.2% | $5,054-74.1% | $6,691-80.5% |
| Admin fee / account holder | $203 | $13,335-98.5% | $9,455-97.9% | $13,402-98.5% |