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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 | $3,604 | $50,554-92.9% | $67,681-94.7% | $87,485-95.9% |
| Participation rate | 74.4% | 67.7%+6.7pp | 73.7%+0.7pp | 68.9%+5.5pp |
| Annual return | 32.93% | 17.81%+15.1pp | 590.58%-557.7pp | 26.06%+6.9pp |
| Employer contribution / active EE | $550 | $1,988-72.3% | $2,678-79.4% | $2,596-78.8% |
| Participant deferral / active EE | $911 | $2,961-69.2% | $3,976-77.1% | $4,274-78.7% |
| Admin fee / account holder | $298 | $4,132-92.8% | $6,100-95.1% | $7,775-96.2% |