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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 | $8,336 | $95,404-91.3% | $113,397-92.6% | $82,637-89.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 17.98% | 19.08%-1.1pp | 23.20%-5.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $767 | $2,307-66.7% | $2,977-74.2% | $2,552-69.9% |
| Participant deferral / active EE | $1,337 | $4,220-68.3% | $5,076-73.7% | $4,126-67.6% |
| Admin fee / account holder | $190 | $9,168-97.9% | $11,957-98.4% | $7,339-97.4% |