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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 | $99,875-90.1% | $146,866-93.3% | $86,983-88.7% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 21.95% | 28.10%-6.2pp | 102.85%-80.9pp | 25.83%-3.9pp |
| Employer contribution / active EE | $1,396 | $3,224-56.7% | $4,425-68.4% | $2,584-46.0% |
| Participant deferral / active EE | $1,582 | $6,322-75.0% | $7,759-79.6% | $4,194-62.3% |
| Admin fee / account holder | $31 | $7,838-99.6% | $13,620-99.8% | $7,856-99.6% |