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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 | $6,850 | $65,395-89.5% | $182,540-96.2% | $72,975-90.6% |
| Participation rate | 96.9% | 65.4%+31.4pp | 78.0%+18.9pp | 69.5%+27.4pp |
| Annual return | 22.18% | 27.68%-5.5pp | 148.58%-126.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $5,458 | $1,911+185.6% | $4,076+33.9% | $2,440+123.7% |
| Participant deferral / active EE | $581 | $3,563-83.7% | $5,525-89.5% | $3,608-83.9% |
| Admin fee / account holder | $141 | $4,245-96.7% | $8,593-98.4% | $5,124-97.2% |