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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 | $14,465 | $185,312-92.2% | $161,489-91.0% | $154,746-90.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.52% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,801 | $4,769-41.3% | $4,268-34.4% | $4,379-36.0% |
| Participant deferral / active EE | $1,061 | $6,350-83.3% | $5,630-81.2% | $6,730-84.2% |
| Admin fee / account holder | $151 | $18,654-99.2% | $16,006-99.1% | $14,365-98.9% |