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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 | $13,954 | $93,598-85.1% | $135,974-89.7% | $75,173-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 36.86% | 30.89%+6.0pp | 68.30%-31.4pp | 160.72%-123.9pp |
| Employer contribution / active EE | $3,926 | $3,538+11.0% | $4,859-19.2% | $2,671+47.0% |
| Participant deferral / active EE | $2,487 | $6,405-61.2% | $7,760-68.0% | $4,126-39.7% |
| Admin fee / account holder | $187 | $6,978-97.3% | $10,767-98.3% | $5,651-96.7% |