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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 | $17,274 | $89,370-80.7% | $141,197-87.8% | $72,976-76.3% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 24.68% | 111.88%-87.2pp | 71.41%-46.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $670 | $3,115-78.5% | $4,736-85.9% | $2,440-72.5% |
| Participant deferral / active EE | $1,940 | $5,419-64.2% | $6,710-71.1% | $3,608-46.2% |
| Admin fee / account holder | $102 | $5,957-98.3% | $10,265-99.0% | $5,124-98.0% |