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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 | $25,517 | $153,769-83.4% | $133,975-81.0% | $273,972-90.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.03% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,784 | $6,029-53.8% | $5,211-46.6% | $4,869-42.8% |
| Participant deferral / active EE | $1,420 | $6,958-79.6% | $6,282-77.4% | $5,287-73.1% |
| Admin fee / account holder | $62 | $11,765-99.5% | $9,324-99.3% | $10,133-99.4% |