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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 | $12,362 | $93,598-86.8% | $135,974-90.9% | $75,173-83.6% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.8pp | 67.2%+15.6pp |
| Annual return | 22.87% | 30.89%-8.0pp | 68.30%-45.4pp | 160.72%-137.8pp |
| Employer contribution / active EE | $1,219 | $3,538-65.5% | $4,859-74.9% | $2,671-54.4% |
| Participant deferral / active EE | $2,343 | $6,405-63.4% | $7,760-69.8% | $4,126-43.2% |
| Admin fee / account holder | $21 | $6,978-99.7% | $10,767-99.8% | $5,651-99.6% |