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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 | $2,454 | $71,215-96.6% | $93,696-97.4% | $80,935-97.0% |
| Participation rate | 78.0% | 60.4%+17.6pp | 68.7%+9.3pp | 67.7%+10.3pp |
| Annual return | 16.14% | 11.27%+4.9pp | 133.74%-117.6pp | 35.66%-19.5pp |
| Employer contribution / active EE | $467 | $1,565-70.1% | $2,422-80.7% | $2,757-83.0% |
| Participant deferral / active EE | $702 | $4,037-82.6% | $4,417-84.1% | $4,299-83.7% |
| Admin fee / account holder | $220 | $6,958-96.8% | $8,287-97.3% | $6,924-96.8% |