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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 | $7,595 | $93,598-91.9% | $135,974-94.4% | $75,173-89.9% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 24.39% | 30.89%-6.5pp | 68.30%-43.9pp | 160.72%-136.3pp |
| Employer contribution / active EE | $1,023 | $3,538-71.1% | $4,859-78.9% | $2,671-61.7% |
| Participant deferral / active EE | $1,800 | $6,405-71.9% | $7,760-76.8% | $4,126-56.4% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |