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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 | $25,475 | $152,460-83.3% | $118,746-78.5% | $147,586-82.7% |
| Participation rate | 76.5% | 82.3%-5.8pp | 78.3%-1.8pp | 82.8%-6.4pp |
| Annual return | 16.83% | 17.41%-0.6pp | 24.54%-7.7pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,189 | $5,046-76.4% | $4,193-71.7% | $4,876-75.6% |
| Participant deferral / active EE | $1,697 | $6,212-72.7% | $5,332-68.2% | $5,439-68.8% |
| Admin fee / account holder | $123 | $16,953-99.3% | $10,720-98.9% | $10,886-98.9% |