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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 | $99,053-95.3% | $88,179-94.7% | $138,895-96.6% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.1%+19.1pp | 79.9%+8.3pp |
| Annual return | 24.51% | 78.17%-53.7pp | 64.97%-40.5pp | 145.39%-120.9pp |
| Employer contribution / active EE | $546 | $2,882-81.0% | $2,549-78.6% | $4,194-87.0% |
| Participant deferral / active EE | $554 | $5,225-89.4% | $4,614-88.0% | $6,396-91.3% |
| Admin fee / account holder | $135 | $8,748-98.5% | $7,673-98.2% | $12,562-98.9% |