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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 | $7,593 | $89,364-91.5% | $141,177-94.6% | $72,983-89.6% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 28.01% | 111.86%-83.9pp | 71.40%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $878 | $3,115-71.8% | $4,736-81.5% | $2,440-64.0% |
| Participant deferral / active EE | $1,568 | $5,419-71.1% | $6,710-76.6% | $3,608-56.5% |
| Admin fee / account holder | $162 | $5,959-97.3% | $10,263-98.4% | $5,124-96.8% |