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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 | $5,346 | $61,787-91.3% | $97,197-94.5% | $80,925-93.4% |
| Participation rate | 82.9% | 63.5%+19.4pp | 72.7%+10.2pp | 67.7%+15.3pp |
| Annual return | 12.38% | -558.16%+570.5pp | 75.47%-63.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $503 | $1,836-72.6% | $2,723-81.5% | $2,756-81.8% |
| Participant deferral / active EE | $630 | $3,027-79.2% | $4,263-85.2% | $4,299-85.4% |
| Admin fee / account holder | $157 | $5,170-97.0% | $5,637-97.2% | $6,940-97.7% |