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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 | $185,141-94.9% | $153,416-93.8% | $155,188-93.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 9.86% | 18.72%-8.9pp | 17.84%-8.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,718 | $4,489-61.7% | $3,764-54.4% | $4,248-59.6% |
| Participant deferral / active EE | $1,196 | $5,477-78.2% | $4,723-74.7% | $6,531-81.7% |
| Admin fee / account holder | $86 | $16,005-99.5% | $13,095-99.3% | $14,480-99.4% |