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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 | $9,071 | $97,648-90.7% | $121,663-92.5% | $87,485-89.6% |
| Participation rate | 73.1% | 70.5%+2.6pp | 74.5%-1.4pp | 68.9%+4.1pp |
| Annual return | 44.51% | 18.03%+26.5pp | 147.54%-103.0pp | 26.06%+18.4pp |
| Employer contribution / active EE | $1,069 | $2,300-53.5% | $3,020-64.6% | $2,596-58.8% |
| Participant deferral / active EE | $1,515 | $3,923-61.4% | $4,887-69.0% | $4,274-64.5% |
| Admin fee / account holder | $189 | $11,100-98.3% | $14,289-98.7% | $7,775-97.6% |