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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 | $9,857 | $106,524-90.7% | $152,301-93.5% | $87,485-88.7% |
| Participation rate | 86.2% | 75.8%+10.5pp | 82.4%+3.8pp | 68.9%+17.3pp |
| Annual return | 21.95% | 26.89%-4.9pp | 80.50%-58.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,396 | $3,371-58.6% | $4,624-69.8% | $2,596-46.2% |
| Participant deferral / active EE | $1,582 | $6,525-75.8% | $8,004-80.2% | $4,274-63.0% |
| Admin fee / account holder | $31 | $8,287-99.6% | $14,398-99.8% | $7,775-99.6% |