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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 | $92,811-81.4% | $238,191-92.8% | $86,983-80.2% |
| Participation rate | 96.4% | 69.3%+27.1pp | 77.1%+19.3pp | 69.5%+26.9pp |
| Annual return | 12.69% | 16.16%-3.5pp | 13.02%-0.3pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,872 | $2,728-31.4% | $5,082-63.2% | $2,584-27.6% |
| Participant deferral / active EE | $1,137 | $4,479-74.6% | $6,726-83.1% | $4,194-72.9% |
| Admin fee / account holder | $98 | $9,177-98.9% | $34,582-99.7% | $7,856-98.8% |