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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 | $9,522 | $162,967-94.2% | $135,792-93.0% | $138,895-93.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 9.86% | 30.08%-20.2pp | 25.96%-16.1pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,718 | $4,211-59.2% | $3,496-50.8% | $4,194-59.0% |
| Participant deferral / active EE | $1,196 | $5,640-78.8% | $4,759-74.9% | $6,396-81.3% |
| Admin fee / account holder | $86 | $15,306-99.4% | $12,266-99.3% | $12,562-99.3% |