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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 | $19,303 | $76,371-74.7% | $93,621-79.4% | $72,975-73.5% |
| Participation rate | 96.6% | 71.8%+24.8pp | 75.8%+20.7pp | 69.5%+27.1pp |
| Annual return | 23.53% | 25.82%-2.3pp | 32.76%-9.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $548 | $2,276-75.9% | $2,719-79.8% | $2,440-77.5% |
| Participant deferral / active EE | $645 | $3,538-81.8% | $4,070-84.2% | $3,608-82.1% |
| Admin fee / account holder | $57 | $6,839-99.2% | $7,890-99.3% | $5,124-98.9% |