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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 | $7,800 | $73,787-89.4% | $98,716-92.1% | $82,448-90.5% |
| Participation rate | 76.6% | 61.4%+15.2pp | 69.3%+7.3pp | 68.1%+8.5pp |
| Annual return | 19.64% | 18.57%+1.1pp | 31.81%-12.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $721 | $1,511-52.3% | $2,279-68.3% | $2,551-71.7% |
| Participant deferral / active EE | $1,101 | $3,081-64.3% | $4,048-72.8% | $4,139-73.4% |
| Admin fee / account holder | $269 | $6,500-95.9% | $8,703-96.9% | $7,234-96.3% |