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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 | $3,242 | $77,472-95.8% | $100,415-96.8% | $80,959-96.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.7%+7.3pp |
| Annual return | 20.10% | 37.26%-17.2pp | 49.47%-29.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $499 | $2,800-82.2% | $3,943-87.3% | $2,757-81.9% |
| Participant deferral / active EE | $612 | $6,818-91.0% | $8,091-92.4% | $4,300-85.8% |
| Admin fee / account holder | $22 | $5,885-99.6% | $7,906-99.7% | $6,925-99.7% |