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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 | $7,093 | $65,367-89.1% | $92,915-92.4% | $72,976-90.3% |
| Participation rate | 84.7% | 68.3%+16.4pp | 76.0%+8.7pp | 69.5%+15.3pp |
| Annual return | 18.90% | 42.11%-23.2pp | 109.45%-90.5pp | 81.02%-62.1pp |
| Employer contribution / active EE | $635 | $2,594-75.5% | $3,653-82.6% | $2,440-74.0% |
| Participant deferral / active EE | $1,292 | $3,128-58.7% | $4,238-69.5% | $3,608-64.2% |
| Admin fee / account holder | $54 | $4,251-98.7% | $5,796-99.1% | $5,124-98.9% |