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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 | $6,012 | $79,894-92.5% | $135,792-95.6% | $82,637-92.7% |
| Participation rate | 75.0% | 63.0%+12.0pp | 72.6%+2.4pp | 68.1%+6.9pp |
| Annual return | 22.30% | 17.20%+5.1pp | 25.96%-3.7pp | 53.51%-31.2pp |
| Employer contribution / active EE | $651 | $2,165-69.9% | $3,496-81.4% | $2,552-74.5% |
| Participant deferral / active EE | $986 | $3,194-69.1% | $4,759-79.3% | $4,126-76.1% |
| Admin fee / account holder | $92 | $6,434-98.6% | $12,266-99.3% | $7,339-98.7% |