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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 | $11,454 | $77,638-85.2% | $156,551-92.7% | $62,881-81.8% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 6.14% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,778 | $3,444-48.4% | $5,501-67.7% | $2,281-22.1% |
| Participant deferral / active EE | $249 | $3,046-91.8% | $4,871-94.9% | $3,203-92.2% |
| Admin fee / account holder | $201 | $5,561-96.4% | $13,028-98.5% | $4,296-95.3% |