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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 | $3,755 | $85,024-95.6% | $70,544-94.7% | $139,466-97.3% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.4%+3.1pp | 80.3%-8.9pp |
| Annual return | 25.40% | 30.39%-5.0pp | 32.79%-7.4pp | 373.66%-348.3pp |
| Employer contribution / active EE | $603 | $3,912-84.6% | $2,976-79.7% | $4,754-87.3% |
| Participant deferral / active EE | $790 | $5,891-86.6% | $4,568-82.7% | $6,712-88.2% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |