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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 | $5,831 | $58,057-90.0% | $97,032-94.0% | $86,983-93.3% |
| Participation rate | 78.6% | 60.4%+18.2pp | 71.6%+7.0pp | 69.5%+9.0pp |
| Annual return | 21.54% | 22.26%-0.7pp | 35.38%-13.8pp | 25.83%-4.3pp |
| Employer contribution / active EE | $428 | $1,663-74.3% | $2,629-83.7% | $2,584-83.4% |
| Participant deferral / active EE | $784 | $3,244-75.8% | $4,672-83.2% | $4,194-81.3% |
| Admin fee / account holder | $54 | $4,839-98.9% | $9,418-99.4% | $7,856-99.3% |