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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 | $58,848-90.1% | $88,179-93.4% | $82,637-92.9% |
| Participation rate | 78.6% | 57.9%+20.7pp | 69.1%+9.4pp | 68.1%+10.5pp |
| Annual return | 21.54% | 22.76%-1.2pp | 64.97%-43.4pp | 53.51%-32.0pp |
| Employer contribution / active EE | $428 | $1,678-74.5% | $2,549-83.2% | $2,552-83.2% |
| Participant deferral / active EE | $784 | $3,124-74.9% | $4,614-83.0% | $4,126-81.0% |
| Admin fee / account holder | $54 | $4,795-98.9% | $7,673-99.3% | $7,339-99.3% |