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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 | $9,061 | $93,598-90.3% | $135,974-93.3% | $75,173-87.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 19.89% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $1,154 | $3,538-67.4% | $4,859-76.3% | $2,671-56.8% |
| Participant deferral / active EE | $1,604 | $6,405-75.0% | $7,760-79.3% | $4,126-61.1% |
| Admin fee / account holder | $75 | $6,978-98.9% | $10,767-99.3% | $5,651-98.7% |