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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 | $96,731-83.1% | $123,973-86.9% | $86,983-81.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 15.12% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $3,881 | $3,297+17.7% | $4,126-5.9% | $2,584+50.2% |
| Participant deferral / active EE | $1,394 | $4,152-66.4% | $5,247-73.4% | $4,194-66.8% |
| Admin fee / account holder | $190 | $8,722-97.8% | $11,799-98.4% | $7,856-97.6% |