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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 | $8,215 | $76,551-89.3% | $123,894-93.4% | $62,881-86.9% |
| Participation rate | 73.8% | 73.0%+0.8pp | 81.4%-7.6pp | 69.3%+4.5pp |
| Annual return | 9.79% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $830 | $2,882-71.2% | $4,617-82.0% | $2,281-63.6% |
| Participant deferral / active EE | $1,528 | $4,840-68.4% | $5,984-74.5% | $3,203-52.3% |
| Admin fee / account holder | $100 | $4,826-97.9% | $8,357-98.8% | $4,296-97.7% |