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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 | $7,907 | $117,829-93.3% | $102,423-92.3% | $145,877-94.6% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 15.23% | 31.83%-16.6pp | 29.42%-14.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,144 | $3,615-68.3% | $3,023-62.1% | $4,663-75.5% |
| Participant deferral / active EE | $1,399 | $5,732-75.6% | $5,054-72.3% | $6,691-79.1% |
| Admin fee / account holder | $252 | $13,335-98.1% | $9,455-97.3% | $13,402-98.1% |