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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 | $18,458 | $106,749-82.7% | $145,433-87.3% | $82,448-77.6% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 16.87% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,449 | $3,444-57.9% | $4,554-68.2% | $2,551-43.2% |
| Participant deferral / active EE | $2,355 | $6,519-63.9% | $7,897-70.2% | $4,139-43.1% |
| Admin fee / account holder | $212 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |