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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 | $3,787 | $68,880-94.5% | $120,580-96.9% | $80,959-95.3% |
| Participation rate | 72.2% | 61.7%+10.5pp | 72.0%+0.3pp | 67.7%+4.6pp |
| Annual return | 29.03% | 23.68%+5.4pp | 107.48%-78.4pp | 35.67%-6.6pp |
| Employer contribution / active EE | $534 | $2,066-74.2% | $3,469-84.6% | $2,757-80.6% |
| Participant deferral / active EE | $831 | $3,191-73.9% | $4,995-83.4% | $4,300-80.7% |
| Admin fee / account holder | $283 | $5,785-95.1% | $9,418-97.0% | $6,925-95.9% |