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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 | $3,764 | $71,197-94.7% | $93,669-96.0% | $80,925-95.3% |
| Participation rate | 76.7% | 60.4%+16.3pp | 68.7%+8.0pp | 67.7%+9.1pp |
| Annual return | 15.19% | 11.27%+3.9pp | 133.59%-118.4pp | 35.65%-20.5pp |
| Employer contribution / active EE | $605 | $1,565-61.3% | $2,424-75.0% | $2,756-78.0% |
| Participant deferral / active EE | $770 | $4,036-80.9% | $4,416-82.6% | $4,299-82.1% |
| Admin fee / account holder | $25 | $6,959-99.6% | $8,291-99.7% | $6,940-99.6% |