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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 | $3,530 | $81,331-95.7% | $155,534-97.7% | $80,935-95.6% |
| Participation rate | 79.2% | 66.3%+13.0pp | 78.2%+1.0pp | 67.7%+11.6pp |
| Annual return | 17.67% | 33.37%-15.7pp | 64.92%-47.2pp | 35.66%-18.0pp |
| Employer contribution / active EE | $500 | $3,105-83.9% | $4,675-89.3% | $2,757-81.9% |
| Participant deferral / active EE | $830 | $3,454-76.0% | $5,630-85.3% | $4,299-80.7% |
| Admin fee / account holder | $245 | $7,999-96.9% | $15,900-98.5% | $6,924-96.5% |