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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 | $14,715 | $73,988-80.1% | $96,538-84.8% | $75,177-80.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.04% | 26.73%-9.7pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $5,722 | $2,930+95.3% | $3,740+53.0% | $2,671+114.2% |
| Participant deferral / active EE | $231 | $3,660-93.7% | $4,880-95.3% | $4,126-94.4% |
| Admin fee / account holder | $99 | $5,220-98.1% | $6,737-98.5% | $5,651-98.3% |