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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 | $11,012 | $106,749-89.7% | $145,433-92.4% | $82,448-86.6% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 23.66% | 27.59%-3.9pp | 66.58%-42.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $812 | $3,444-76.4% | $4,554-82.2% | $2,551-68.2% |
| Participant deferral / active EE | $1,580 | $6,519-75.8% | $7,897-80.0% | $4,139-61.8% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |