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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 | $7,364 | $89,367-91.8% | $141,191-94.8% | $72,975-89.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 30.20% | 111.87%-81.7pp | 71.41%-41.2pp | 81.01%-50.8pp |
| Employer contribution / active EE | $1,538 | $3,115-50.6% | $4,736-67.5% | $2,440-37.0% |
| Participant deferral / active EE | $2,091 | $5,419-61.4% | $6,710-68.8% | $3,608-42.0% |
| Admin fee / account holder | $159 | $5,957-97.3% | $10,264-98.5% | $5,124-96.9% |