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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 | $7,130 | $52,678-86.5% | $75,784-90.6% | $59,633-88.0% |
| Participation rate | 92.9% | 67.2%+25.6pp | 75.8%+17.0pp | 68.7%+24.2pp |
| Annual return | -2.99% | 2.95%-5.9pp | 9.68%-12.7pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $429 | $2,193-80.4% | $3,323-87.1% | $2,203-80.5% |
| Participant deferral / active EE | $713 | $2,591-72.5% | $3,652-80.5% | $3,192-77.7% |
| Admin fee / account holder | $300 | $3,610-91.7% | $5,300-94.3% | $4,297-93.0% |