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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 | $5,835 | $106,524-94.5% | $152,301-96.2% | $87,485-93.3% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.4%+8.7pp | 68.9%+22.2pp |
| Annual return | 19.57% | 26.89%-7.3pp | 80.50%-60.9pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,192 | $3,371-64.6% | $4,624-74.2% | $2,596-54.1% |
| Participant deferral / active EE | $1,807 | $6,525-72.3% | $8,004-77.4% | $4,274-57.7% |
| Admin fee / account holder | $187 | $8,287-97.7% | $14,398-98.7% | $7,775-97.6% |