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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 | $20,533 | $81,504-74.8% | $102,437-80.0% | $80,959-74.6% |
| Participation rate | 92.6% | 66.9%+25.7pp | 74.5%+18.1pp | 67.7%+24.9pp |
| Annual return | 12.32% | 25.60%-13.3pp | 24.95%-12.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,267 | $3,104-59.2% | $3,871-67.3% | $2,757-54.1% |
| Participant deferral / active EE | $1,581 | $3,871-59.1% | $5,060-68.7% | $4,300-63.2% |
| Admin fee / account holder | $236 | $6,719-96.5% | $8,388-97.2% | $6,925-96.6% |