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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 | $96,289-82.1% | $213,469-91.9% | $87,485-80.3% |
| Participation rate | 96.4% | 69.6%+26.9pp | 77.1%+19.3pp | 68.9%+27.5pp |
| Annual return | 12.69% | 17.78%-5.1pp | 20.58%-7.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,872 | $3,035-38.3% | $4,994-62.5% | $2,596-27.9% |
| Participant deferral / active EE | $1,137 | $4,750-76.1% | $6,841-83.4% | $4,274-73.4% |
| Admin fee / account holder | $98 | $9,670-99.0% | $27,141-99.6% | $7,775-98.7% |