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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 | $10,780 | $106,749-89.9% | $145,433-92.6% | $82,448-86.9% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,098 | $3,444-68.1% | $4,554-75.9% | $2,551-56.9% |
| Participant deferral / active EE | $2,239 | $6,519-65.7% | $7,897-71.7% | $4,139-45.9% |
| Admin fee / account holder | $138 | $8,390-98.4% | $13,129-98.9% | $7,234-98.1% |