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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 | $7,404 | $96,289-92.3% | $213,469-96.5% | $87,485-91.5% |
| Participation rate | 78.0% | 69.6%+8.5pp | 77.1%+0.9pp | 68.9%+9.1pp |
| Annual return | 17.53% | 17.78%-0.2pp | 20.58%-3.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,115 | $3,035-63.3% | $4,994-77.7% | $2,596-57.1% |
| Participant deferral / active EE | $1,592 | $4,750-66.5% | $6,841-76.7% | $4,274-62.8% |
| Admin fee / account holder | $165 | $9,670-98.3% | $27,141-99.4% | $7,775-97.9% |