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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 | $5,510 | $99,053-94.4% | $88,179-93.8% | $138,895-96.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 19.84% | 78.17%-58.3pp | 64.97%-45.1pp | 145.39%-125.6pp |
| Employer contribution / active EE | $545 | $2,882-81.1% | $2,549-78.6% | $4,194-87.0% |
| Participant deferral / active EE | $871 | $5,225-83.3% | $4,614-81.1% | $6,396-86.4% |
| Admin fee / account holder | $18 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |