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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 | $12,150 | $101,798-88.1% | $165,071-92.6% | $80,935-85.0% |
| Participation rate | 70.7% | 71.8%-1.1pp | 78.6%-7.9pp | 67.7%+3.0pp |
| Annual return | 14.35% | 16.73%-2.4pp | 70.17%-55.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,217 | $2,954-58.8% | $4,347-72.0% | $2,757-55.9% |
| Participant deferral / active EE | $1,735 | $4,476-61.2% | $6,035-71.2% | $4,299-59.6% |
| Admin fee / account holder | $172 | $8,221-97.9% | $12,695-98.6% | $6,924-97.5% |