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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 | $12,693 | $181,896-93.0% | $156,551-91.9% | $273,972-95.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,387 | $6,248-77.8% | $5,501-74.8% | $4,869-71.5% |
| Participant deferral / active EE | $1,854 | $5,550-66.6% | $4,871-61.9% | $5,287-64.9% |
| Admin fee / account holder | $192 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |