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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 | $77,814-94.3% | $158,223-97.2% | $86,983-94.9% |
| Participation rate | 80.0% | 68.4%+11.6pp | 79.2%+0.8pp | 69.5%+10.5pp |
| Annual return | 12.99% | 30.54%-17.6pp | 52.09%-39.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $470 | $2,592-81.9% | $4,109-88.6% | $2,584-81.8% |
| Participant deferral / active EE | $736 | $3,270-77.5% | $5,467-86.5% | $4,194-82.5% |
| Admin fee / account holder | $282 | $5,879-95.2% | $16,047-98.2% | $7,856-96.4% |