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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 | $10,543 | $135,956-92.2% | $123,894-91.5% | $273,972-96.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.13% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,083 | $5,170-79.0% | $4,617-76.5% | $4,869-77.8% |
| Participant deferral / active EE | $1,866 | $6,343-70.6% | $5,984-68.8% | $5,287-64.7% |
| Admin fee / account holder | $53 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |