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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 | $10,892 | $102,429-89.4% | $147,096-92.6% | $80,925-86.5% |
| Participation rate | 86.0% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 16.02% | 135.02%-119.0pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,930 | $3,716-48.0% | $4,936-60.9% | $2,756-30.0% |
| Participant deferral / active EE | $2,211 | $6,649-66.7% | $8,071-72.6% | $4,299-48.6% |
| Admin fee / account holder | $188 | $7,957-97.6% | $13,005-98.6% | $6,940-97.3% |