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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 | $5,282 | $112,729-95.3% | $98,716-94.6% | $137,256-96.2% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 30.28% | 38.48%-8.2pp | 31.81%-1.5pp | 220.34%-190.1pp |
| Employer contribution / active EE | $934 | $2,725-65.7% | $2,279-59.0% | $4,156-77.5% |
| Participant deferral / active EE | $1,136 | $4,640-75.5% | $4,048-71.9% | $6,407-82.3% |
| Admin fee / account holder | $21 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |