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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 | $106,524-82.7% | $152,301-87.9% | $87,485-78.9% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.4%+12.1pp | 68.9%+25.7pp |
| Annual return | 16.87% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,449 | $3,371-57.0% | $4,624-68.7% | $2,596-44.2% |
| Participant deferral / active EE | $2,355 | $6,525-63.9% | $8,004-70.6% | $4,274-44.9% |
| Admin fee / account holder | $212 | $8,287-97.4% | $14,398-98.5% | $7,775-97.3% |