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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 | $18,455 | $101,950-81.9% | $125,529-85.3% | $86,983-78.8% |
| Participation rate | 85.7% | 70.2%+15.6pp | 74.7%+11.0pp | 69.5%+16.2pp |
| Annual return | 17.73% | 18.29%-0.6pp | 202.56%-184.8pp | 25.83%-8.1pp |
| Employer contribution / active EE | $991 | $2,358-58.0% | $3,058-67.6% | $2,584-61.7% |
| Participant deferral / active EE | $1,289 | $3,862-66.6% | $4,813-73.2% | $4,194-69.3% |
| Admin fee / account holder | $167 | $12,791-98.7% | $16,298-99.0% | $7,856-97.9% |