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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 | $4,199 | $69,444-94.0% | $92,985-95.5% | $87,485-95.2% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.7pp | 68.9%+27.2pp |
| Annual return | 18.75% | 23.85%-5.1pp | 27.99%-9.2pp | 26.06%-7.3pp |
| Employer contribution / active EE | $431 | $1,917-77.5% | $2,662-83.8% | $2,596-83.4% |
| Participant deferral / active EE | $965 | $3,364-71.3% | $4,377-77.9% | $4,274-77.4% |
| Admin fee / account holder | $216 | $6,137-96.5% | $9,463-97.7% | $7,775-97.2% |