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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 | $10,997 | $106,864-89.7% | $147,318-92.5% | $82,637-86.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 23.25% | 27.49%-4.2pp | 70.43%-47.2pp | 53.51%-30.3pp |
| Employer contribution / active EE | $885 | $3,417-74.1% | $4,593-80.7% | $2,552-65.3% |
| Participant deferral / active EE | $2,008 | $6,496-69.1% | $7,906-74.6% | $4,126-51.3% |
| Admin fee / account holder | $251 | $8,415-97.0% | $13,708-98.2% | $7,339-96.6% |