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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 | $29,475 | $199,109-85.2% | $173,730-83.0% | $154,746-81.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 19.45% | 20.02%-0.6pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,642 | $5,311-69.1% | $4,577-64.1% | $4,379-62.5% |
| Participant deferral / active EE | $2,025 | $7,113-71.5% | $6,326-68.0% | $6,730-69.9% |
| Admin fee / account holder | $53 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |