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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 | $4,176 | $75,541-94.5% | $152,093-97.3% | $82,637-94.9% |
| Participation rate | 73.6% | 66.5%+7.0pp | 77.8%-4.2pp | 68.1%+5.5pp |
| Annual return | 44.28% | 32.56%+11.7pp | 66.36%-22.1pp | 53.51%-9.2pp |
| Employer contribution / active EE | $557 | $2,622-78.8% | $4,175-86.7% | $2,552-78.2% |
| Participant deferral / active EE | $726 | $3,206-77.3% | $5,451-86.7% | $4,126-82.4% |
| Admin fee / account holder | $15 | $6,405-99.8% | $14,497-99.9% | $7,339-99.8% |