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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 | $10,462 | $64,359-83.7% | $90,161-88.4% | $70,126-85.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.95% | 28.13%-7.2pp | 34.89%-13.9pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,142 | $2,046+4.7% | $3,318-35.4% | $2,343-8.5% |
| Participant deferral / active EE | $1,316 | $4,389-70.0% | $5,287-75.1% | $3,332-60.5% |
| Admin fee / account holder | $46 | $3,945-98.8% | $5,943-99.2% | $4,645-99.0% |