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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 | $18,492 | $199,109-90.7% | $173,730-89.4% | $154,746-88.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 23.93% | 20.02%+3.9pp | 19.96%+4.0pp | 172.34%-148.4pp |
| Employer contribution / active EE | $2,018 | $5,311-62.0% | $4,577-55.9% | $4,379-53.9% |
| Participant deferral / active EE | $2,018 | $7,113-71.6% | $6,326-68.1% | $6,730-70.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |