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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 | $1,371 | $51,638-97.3% | $68,368-98.0% | $82,448-98.3% |
| Participation rate | 86.5% | 63.6%+22.9pp | 73.8%+12.7pp | 68.1%+18.4pp |
| Annual return | 28.97% | 37.53%-8.6pp | 292.57%-263.6pp | 41.64%-12.7pp |
| Employer contribution / active EE | $302 | $2,047-85.2% | $2,649-88.6% | $2,551-88.2% |
| Participant deferral / active EE | $342 | $2,914-88.2% | $4,123-91.7% | $4,139-91.7% |
| Admin fee / account holder | $32 | $4,643-99.3% | $5,150-99.4% | $7,234-99.6% |