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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 | $11,272 | $167,415-93.3% | $140,514-92.0% | $198,609-94.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.59% | 13.85%-1.3pp | 14.36%-1.8pp | 202.70%-190.1pp |
| Employer contribution / active EE | $2,128 | $4,088-48.0% | $3,378-37.0% | $5,055-57.9% |
| Participant deferral / active EE | $2,166 | $5,579-61.2% | $4,919-56.0% | $6,977-69.0% |
| Admin fee / account holder | $63 | $16,730-99.6% | $13,697-99.5% | $19,030-99.7% |