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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 | $9,680 | $93,598-89.7% | $135,974-92.9% | $75,173-87.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 21.90% | 30.89%-9.0pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,519 | $3,538-57.1% | $4,859-68.7% | $2,671-43.1% |
| Participant deferral / active EE | $2,447 | $6,405-61.8% | $7,760-68.5% | $4,126-40.7% |
| Admin fee / account holder | $171 | $6,978-97.6% | $10,767-98.4% | $5,651-97.0% |