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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 | $8,284 | $81,504-89.8% | $102,437-91.9% | $80,959-89.8% |
| Participation rate | 96.5% | 66.9%+29.6pp | 74.5%+22.0pp | 67.7%+28.8pp |
| Annual return | 18.66% | 25.60%-6.9pp | 24.95%-6.3pp | 35.67%-17.0pp |
| Employer contribution / active EE | $3,717 | $3,104+19.8% | $3,871-4.0% | $2,757+34.8% |
| Participant deferral / active EE | $1,551 | $3,871-59.9% | $5,060-69.3% | $4,300-63.9% |
| Admin fee / account holder | $289 | $6,719-95.7% | $8,388-96.6% | $6,925-95.8% |