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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 | $17,684 | $106,749-83.4% | $145,433-87.8% | $82,448-78.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 26.14% | 27.59%-1.4pp | 66.58%-40.4pp | 41.64%-15.5pp |
| Employer contribution / active EE | $1,233 | $3,444-64.2% | $4,554-72.9% | $2,551-51.7% |
| Participant deferral / active EE | $2,441 | $6,519-62.6% | $7,897-69.1% | $4,139-41.0% |
| Admin fee / account holder | $162 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |