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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 | $19,266 | $157,304-87.8% | $141,197-86.4% | $152,909-87.4% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 21.05% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,186 | $5,263-77.5% | $4,736-75.0% | $4,764-75.1% |
| Participant deferral / active EE | $2,196 | $7,111-69.1% | $6,710-67.3% | $5,851-62.5% |
| Admin fee / account holder | $202 | $12,126-98.3% | $10,265-98.0% | $11,601-98.3% |