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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 | $16,636 | $98,766-83.2% | $149,730-88.9% | $79,852-79.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.1pp |
| Annual return | 33.19% | 27.43%+5.8pp | 276.70%-243.5pp | 31.72%+1.5pp |
| Employer contribution / active EE | $1,490 | $3,217-53.7% | $4,645-67.9% | $2,471-39.7% |
| Participant deferral / active EE | $2,184 | $5,681-61.6% | $6,843-68.1% | $3,740-41.6% |
| Admin fee / account holder | $18 | $6,052-99.7% | $9,310-99.8% | $5,306-99.7% |