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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 | $13,715 | $87,132-84.3% | $105,624-87.0% | $80,959-83.1% |
| Participation rate | 89.7% | 70.4%+19.2pp | 75.3%+14.4pp | 67.7%+22.0pp |
| Annual return | 10.75% | 17.03%-6.3pp | 116.20%-105.5pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,206 | $2,397-49.7% | $3,168-61.9% | $2,757-56.3% |
| Participant deferral / active EE | $1,651 | $3,985-58.6% | $5,013-67.1% | $4,300-61.6% |
| Admin fee / account holder | $38 | $8,449-99.5% | $10,961-99.6% | $6,925-99.4% |