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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 | $50,356 | $254,759-80.2% | $216,567-76.7% | $198,609-74.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.84% | 10.04%-5.2pp | 12.94%-8.1pp | 202.70%-197.9pp |
| Employer contribution / active EE | $1,812 | $6,096-70.3% | $5,216-65.3% | $5,055-64.2% |
| Participant deferral / active EE | $1,812 | $6,948-73.9% | $6,191-70.7% | $6,977-74.0% |
| Admin fee / account holder | $283 | $26,311-98.9% | $21,981-98.7% | $19,030-98.5% |