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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 | $22,594 | $223,823-89.9% | $211,142-89.3% | $154,746-85.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.42% | 50.39%-27.0pp | 46.84%-23.4pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,658 | $6,787-75.6% | $6,442-74.3% | $4,379-62.1% |
| Participant deferral / active EE | $2,971 | $9,750-69.5% | $9,284-68.0% | $6,730-55.9% |
| Admin fee / account holder | $207 | $19,707-99.0% | $19,076-98.9% | $14,365-98.6% |