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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 | $4,014 | $59,123-93.2% | $77,183-94.8% | $75,181-94.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 20.46% | 26.72%-6.3pp | 37.89%-17.4pp | 160.69%-140.2pp |
| Employer contribution / active EE | $1,484 | $1,996-25.7% | $2,534-41.4% | $2,671-44.4% |
| Participant deferral / active EE | $193 | $2,999-93.6% | $3,833-95.0% | $4,126-95.3% |
| Admin fee / account holder | $139 | $4,776-97.1% | $5,475-97.5% | $5,650-97.5% |