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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 | $4,700 | $97,125-95.2% | $86,233-94.5% | $137,256-96.6% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.0%+19.2pp | 80.0%+8.3pp |
| Annual return | 24.51% | 74.19%-49.7pp | 61.39%-36.9pp | 220.34%-195.8pp |
| Employer contribution / active EE | $546 | $2,841-80.8% | $2,504-78.2% | $4,156-86.9% |
| Participant deferral / active EE | $554 | $5,180-89.3% | $4,559-87.9% | $6,407-91.4% |
| Admin fee / account holder | $135 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |