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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 | $10,284 | $126,661-91.9% | $113,397-90.9% | $138,895-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.04% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,325 | $3,456-61.7% | $2,977-55.5% | $4,194-68.4% |
| Participant deferral / active EE | $1,761 | $5,693-69.1% | $5,076-65.3% | $6,396-72.5% |
| Admin fee / account holder | $38 | $14,549-99.7% | $11,957-99.7% | $12,562-99.7% |