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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 | $106,749-94.5% | $145,433-96.0% | $82,448-92.9% |
| Participation rate | 91.2% | 75.6%+15.5pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 19.57% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,192 | $3,444-65.4% | $4,554-73.8% | $2,551-53.3% |
| Participant deferral / active EE | $1,807 | $6,519-72.3% | $7,897-77.1% | $4,139-56.4% |
| Admin fee / account holder | $187 | $8,390-97.8% | $13,129-98.6% | $7,234-97.4% |