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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 | $12,754 | $73,978-82.8% | $96,515-86.8% | $75,173-83.0% |
| Participation rate | 89.7% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.5pp |
| Annual return | 21.71% | 26.72%-5.0pp | 35.73%-14.0pp | 160.72%-139.0pp |
| Employer contribution / active EE | $1,562 | $2,931-46.7% | $3,740-58.2% | $2,671-41.5% |
| Participant deferral / active EE | $1,375 | $3,660-62.4% | $4,880-71.8% | $4,126-66.7% |
| Admin fee / account holder | $13 | $5,219-99.8% | $6,735-99.8% | $5,651-99.8% |