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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 | $6,677 | $62,672-89.3% | $185,117-96.4% | $70,126-90.5% |
| Participation rate | 77.6% | 63.8%+13.8pp | 77.3%+0.3pp | 69.5%+8.1pp |
| Annual return | 13.34% | 40.79%-27.5pp | 40.50%-27.2pp | 73.15%-59.8pp |
| Employer contribution / active EE | $382 | $1,753-78.2% | $4,182-90.9% | $2,343-83.7% |
| Participant deferral / active EE | $625 | $3,272-80.9% | $5,045-87.6% | $3,332-81.3% |
| Admin fee / account holder | $14 | $3,932-99.6% | $8,159-99.8% | $4,645-99.7% |