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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 | $12,745 | $72,027-82.3% | $185,835-93.1% | $79,852-84.0% |
| Participation rate | 71.0% | 65.8%+5.2pp | 78.0%-7.1pp | 69.6%+1.3pp |
| Annual return | 18.51% | 23.13%-4.6pp | 35.96%-17.5pp | 31.72%-13.2pp |
| Employer contribution / active EE | $624 | $1,965-68.3% | $4,087-84.7% | $2,471-74.8% |
| Participant deferral / active EE | $1,051 | $3,780-72.2% | $5,633-81.3% | $3,740-71.9% |
| Admin fee / account holder | $154 | $4,513-96.6% | $9,502-98.4% | $5,306-97.1% |