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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 | $19,053 | $135,905-86.0% | $126,068-84.9% | $198,609-90.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 7.16% | 14.07%-6.9pp | 15.01%-7.8pp | 202.70%-195.5pp |
| Employer contribution / active EE | $1,480 | $4,245-65.1% | $3,968-62.7% | $5,055-70.7% |
| Participant deferral / active EE | $2,075 | $8,523-75.7% | $8,214-74.7% | $6,977-70.3% |
| Admin fee / account holder | $123 | $21,036-99.4% | $18,264-99.3% | $19,030-99.4% |