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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 | $14,801 | $89,370-83.4% | $141,197-89.5% | $72,976-79.7% |
| Participation rate | 74.1% | 75.1%-1.1pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 25.17% | 111.88%-86.7pp | 71.41%-46.2pp | 81.02%-55.8pp |
| Employer contribution / active EE | $795 | $3,115-74.5% | $4,736-83.2% | $2,440-67.4% |
| Participant deferral / active EE | $1,868 | $5,419-65.5% | $6,710-72.2% | $3,608-48.2% |
| Admin fee / account holder | $39 | $5,957-99.3% | $10,265-99.6% | $5,124-99.2% |