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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 | $11,146 | $49,239-77.4% | $70,462-84.2% | $79,858-86.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 21.29% | 30.08%-8.8pp | 109.08%-87.8pp | 31.72%-10.4pp |
| Employer contribution / active EE | $1,411 | $2,100-32.8% | $2,737-48.4% | $2,471-42.9% |
| Participant deferral / active EE | $345 | $2,769-87.6% | $3,710-90.7% | $3,740-90.8% |
| Admin fee / account holder | $5 | $2,876-99.8% | $3,845-99.9% | $5,306-99.9% |