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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 | $17,252 | $99,633-82.7% | $183,328-90.6% | $82,448-79.1% |
| Participation rate | 96.4% | 70.8%+25.7pp | 77.3%+19.1pp | 68.1%+28.4pp |
| Annual return | 12.69% | 17.84%-5.2pp | 29.67%-17.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,872 | $3,256-42.5% | $5,055-63.0% | $2,551-26.6% |
| Participant deferral / active EE | $1,137 | $4,938-77.0% | $6,795-83.3% | $4,139-72.5% |
| Admin fee / account holder | $98 | $9,934-99.0% | $21,427-99.5% | $7,234-98.6% |