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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 | $92,811-92.0% | $238,191-96.9% | $86,983-91.5% |
| Participation rate | 78.0% | 69.3%+8.7pp | 77.1%+1.0pp | 69.5%+8.5pp |
| Annual return | 17.53% | 16.16%+1.4pp | 13.02%+4.5pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,115 | $2,728-59.1% | $5,082-78.1% | $2,584-56.9% |
| Participant deferral / active EE | $1,592 | $4,479-64.5% | $6,726-76.3% | $4,194-62.1% |
| Admin fee / account holder | $165 | $9,177-98.2% | $34,582-99.5% | $7,856-97.9% |