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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 | $4,492 | $87,166-94.8% | $76,735-94.1% | $137,256-96.7% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 23.32% | 26.50%-3.2pp | 29.77%-6.4pp | 220.34%-197.0pp |
| Employer contribution / active EE | $687 | $2,904-76.3% | $2,454-72.0% | $4,156-83.5% |
| Participant deferral / active EE | $834 | $4,726-82.4% | $4,088-79.6% | $6,407-87.0% |
| Admin fee / account holder | $198 | $8,403-97.6% | $7,189-97.2% | $12,270-98.4% |