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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 | $11,629 | $115,917-90.0% | $100,535-88.4% | $158,982-92.7% |
| Participation rate | 73.9% | 81.6%-7.7pp | 79.4%-5.5pp | 82.0%-8.1pp |
| Annual return | 16.80% | 34.80%-18.0pp | 30.90%-14.1pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,187 | $4,105-71.1% | $3,419-65.3% | $4,763-75.1% |
| Participant deferral / active EE | $1,920 | $6,677-71.2% | $6,271-69.4% | $5,983-67.9% |
| Admin fee / account holder | $74 | $11,002-99.3% | $8,085-99.1% | $11,252-99.3% |