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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 | $2,888 | $65,367-95.6% | $92,915-96.9% | $72,976-96.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.80% | 42.11%-24.3pp | 109.45%-91.7pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,803 | $2,594-30.5% | $3,653-50.6% | $2,440-26.1% |
| Participant deferral / active EE | $581 | $3,128-81.4% | $4,238-86.3% | $3,608-83.9% |
| Admin fee / account holder | $137 | $4,251-96.8% | $5,796-97.6% | $5,124-97.3% |