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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 | $23,490 | $199,109-88.2% | $173,730-86.5% | $154,746-84.8% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 16.06% | 20.02%-4.0pp | 19.96%-3.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,406 | $5,311-73.5% | $4,577-69.3% | $4,379-67.9% |
| Participant deferral / active EE | $2,162 | $7,113-69.6% | $6,326-65.8% | $6,730-67.9% |
| Admin fee / account holder | $89 | $20,916-99.6% | $17,523-99.5% | $14,365-99.4% |