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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 | $13,890 | $58,493-76.3% | $84,021-83.5% | $72,975-81.0% |
| Participation rate | 93.3% | 61.2%+32.1pp | 69.0%+24.3pp | 69.5%+23.8pp |
| Annual return | 30.08% | 28.93%+1.1pp | 71.32%-41.2pp | 81.01%-50.9pp |
| Employer contribution / active EE | $838 | $1,163-28.0% | $1,984-57.8% | $2,440-65.7% |
| Participant deferral / active EE | $500 | $2,394-79.1% | $3,239-84.6% | $3,608-86.1% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |