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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 | $8,264 | $124,425-93.4% | $112,040-92.6% | $137,256-94.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 28.25% | 24.72%+3.5pp | 24.52%+3.7pp | 220.34%-192.1pp |
| Employer contribution / active EE | $1,053 | $3,411-69.1% | $2,954-64.3% | $4,156-74.7% |
| Participant deferral / active EE | $1,705 | $5,718-70.2% | $5,098-66.6% | $6,407-73.4% |
| Admin fee / account holder | $1 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |