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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 | $2,185 | $107,809-98.0% | $97,032-97.7% | $155,188-98.6% |
| Participation rate | 95.5% | 75.5%+20.0pp | 71.6%+23.9pp | 80.8%+14.7pp |
| Annual return | 22.56% | 38.06%-15.5pp | 35.38%-12.8pp | 148.84%-126.3pp |
| Employer contribution / active EE | $191 | $2,911-93.5% | $2,629-92.7% | $4,248-95.5% |
| Participant deferral / active EE | $935 | $5,129-81.8% | $4,672-80.0% | $6,531-85.7% |
| Admin fee / account holder | $49 | $10,717-99.5% | $9,418-99.5% | $14,480-99.7% |