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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 | $3,407 | $86,919-96.1% | $102,457-96.7% | $80,911-95.8% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 21.84% | 18.90%+2.9pp | 29.41%-7.6pp | 35.63%-13.8pp |
| Employer contribution / active EE | $1,224 | $2,368-48.3% | $3,022-59.5% | $2,756-55.6% |
| Participant deferral / active EE | $1,487 | $4,119-63.9% | $5,054-70.6% | $4,297-65.4% |
| Admin fee / account holder | $278 | $8,049-96.5% | $9,451-97.1% | $6,935-96.0% |