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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 | $2,685 | $76,407-96.5% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 78.5% | 66.4%+12.1pp | 77.8%+0.7pp | 68.1%+10.4pp |
| Annual return | 21.85% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $462 | $2,614-82.3% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $820 | $3,214-74.5% | $5,453-85.0% | $4,139-80.2% |
| Admin fee / account holder | $168 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |