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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 | $34,668 | $138,386-74.9% | $184,260-81.2% | $80,935-57.2% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 16.07% | 20.02%-4.0pp | 28.84%-12.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $5,952 | $4,851+22.7% | $6,427-7.4% | $2,757+115.9% |
| Participant deferral / active EE | $2,406 | $7,076-66.0% | $9,133-73.7% | $4,299-44.0% |
| Admin fee / account holder | $293 | $10,489-97.2% | $13,898-97.9% | $6,924-95.8% |