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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 | $5,677 | $98,776-94.3% | $149,745-96.2% | $79,856-92.9% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 17.04% | 27.38%-10.3pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $980 | $3,217-69.5% | $4,646-78.9% | $2,471-60.3% |
| Participant deferral / active EE | $1,957 | $5,681-65.5% | $6,843-71.4% | $3,741-47.7% |
| Admin fee / account holder | $14 | $6,053-99.8% | $9,312-99.9% | $5,306-99.7% |