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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 | $14,043 | $117,859-88.1% | $102,438-86.3% | $145,959-90.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.58% | 31.72%-17.1pp | 29.37%-14.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,412 | $3,615-61.0% | $3,024-53.3% | $4,661-69.7% |
| Participant deferral / active EE | $1,761 | $5,732-69.3% | $5,054-65.2% | $6,689-73.7% |
| Admin fee / account holder | $72 | $13,318-99.5% | $9,448-99.2% | $13,398-99.5% |