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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 | $4,775 | $84,236-94.3% | $170,435-97.2% | $70,126-93.2% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 17.14% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $678 | $3,387-80.0% | $5,432-87.5% | $2,343-71.0% |
| Participant deferral / active EE | $228 | $3,086-92.6% | $4,939-95.4% | $3,332-93.2% |
| Admin fee / account holder | $12 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |