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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 | $16,301 | $88,672-81.6% | $105,223-84.5% | $82,448-80.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.12% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,881 | $3,048+27.3% | $3,689+5.2% | $2,551+52.2% |
| Participant deferral / active EE | $1,394 | $4,036-65.5% | $5,072-72.5% | $4,139-66.3% |
| Admin fee / account holder | $190 | $7,146-97.3% | $8,859-97.9% | $7,234-97.4% |