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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 | $8,296 | $108,825-92.4% | $156,181-94.7% | $82,448-89.9% |
| Participation rate | 76.3% | 72.4%+3.9pp | 78.8%-2.5pp | 68.1%+8.2pp |
| Annual return | 33.53% | 20.59%+12.9pp | 64.87%-31.3pp | 41.64%-8.1pp |
| Employer contribution / active EE | $1,289 | $2,870-55.1% | $4,294-70.0% | $2,551-49.5% |
| Participant deferral / active EE | $1,935 | $4,577-57.7% | $6,132-68.4% | $4,139-53.2% |
| Admin fee / account holder | $220 | $9,341-97.6% | $14,586-98.5% | $7,234-97.0% |