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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 | $8,682 | $106,749-91.9% | $145,433-94.0% | $82,448-89.5% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 28.27% | 27.59%+0.7pp | 66.58%-38.3pp | 41.64%-13.4pp |
| Employer contribution / active EE | $1,200 | $3,444-65.2% | $4,554-73.6% | $2,551-52.9% |
| Participant deferral / active EE | $1,814 | $6,519-72.2% | $7,897-77.0% | $4,139-56.2% |
| Admin fee / account holder | $13 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |