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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 | $9,679 | $52,580-81.6% | $71,671-86.5% | $70,126-86.2% |
| Participation rate | 94.9% | 60.9%+34.0pp | 68.7%+26.2pp | 69.5%+25.4pp |
| Annual return | 27.89% | 20.25%+7.6pp | 20.65%+7.2pp | 73.15%-45.3pp |
| Employer contribution / active EE | $678 | $1,616-58.0% | $2,460-72.4% | $2,343-71.1% |
| Participant deferral / active EE | $76 | $2,386-96.8% | $3,438-97.8% | $3,332-97.7% |
| Admin fee / account holder | $121 | $3,653-96.7% | $5,558-97.8% | $4,645-97.4% |