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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 | $19,827 | $199,109-90.0% | $173,730-88.6% | $154,746-87.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 16.30% | 20.02%-3.7pp | 19.96%-3.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,593 | $5,311-70.0% | $4,577-65.2% | $4,379-63.6% |
| Participant deferral / active EE | $2,029 | $7,113-71.5% | $6,326-67.9% | $6,730-69.9% |
| Admin fee / account holder | $103 | $20,916-99.5% | $17,523-99.4% | $14,365-99.3% |