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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 | $15,651 | $110,212-85.8% | $96,534-83.8% | $139,466-88.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 25.10% | 26.42%-1.3pp | 25.88%-0.8pp | 373.66%-348.6pp |
| Employer contribution / active EE | $985 | $3,620-72.8% | $2,965-66.8% | $4,754-79.3% |
| Participant deferral / active EE | $1,592 | $5,547-71.3% | $4,851-67.2% | $6,712-76.3% |
| Admin fee / account holder | $31 | $11,599-99.7% | $8,253-99.6% | $11,409-99.7% |