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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 | $4,500 | $106,749-95.8% | $145,433-96.9% | $82,448-94.5% |
| Participation rate | 85.5% | 75.6%+9.8pp | 82.1%+3.4pp | 68.1%+17.4pp |
| Annual return | 29.89% | 27.59%+2.3pp | 66.58%-36.7pp | 41.64%-11.7pp |
| Employer contribution / active EE | $833 | $3,444-75.8% | $4,554-81.7% | $2,551-67.4% |
| Participant deferral / active EE | $1,332 | $6,519-79.6% | $7,897-83.1% | $4,139-67.8% |
| Admin fee / account holder | $242 | $8,390-97.1% | $13,129-98.2% | $7,234-96.7% |