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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 | $4,422 | $78,690-94.4% | $161,489-97.3% | $87,485-94.9% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 12.99% | 32.74%-19.8pp | 89.72%-76.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $470 | $2,588-81.8% | $4,268-89.0% | $2,596-81.9% |
| Participant deferral / active EE | $736 | $3,311-77.8% | $5,630-86.9% | $4,274-82.8% |
| Admin fee / account holder | $282 | $6,724-95.8% | $16,006-98.2% | $7,775-96.4% |