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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 | $101,752-88.1% | $164,928-92.6% | $80,911-85.0% |
| Participation rate | 70.7% | 71.8%-1.2pp | 78.6%-7.9pp | 67.6%+3.0pp |
| Annual return | 14.35% | 16.73%-2.4pp | 70.08%-55.7pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,217 | $2,953-58.8% | $4,343-72.0% | $2,756-55.9% |
| Participant deferral / active EE | $1,735 | $4,477-61.2% | $6,034-71.2% | $4,297-59.6% |
| Admin fee / account holder | $172 | $8,218-97.9% | $12,684-98.6% | $6,935-97.5% |