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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 | $5,974 | $74,535-92.0% | $100,712-94.1% | $82,637-92.8% |
| Participation rate | 86.5% | 61.2%+25.3pp | 69.3%+17.2pp | 68.1%+18.4pp |
| Annual return | 19.31% | 18.92%+0.4pp | 33.27%-14.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $500 | $1,503-66.7% | $2,313-78.4% | $2,552-80.4% |
| Participant deferral / active EE | $1,206 | $3,074-60.8% | $4,085-70.5% | $4,126-70.8% |
| Admin fee / account holder | $178 | $6,576-97.3% | $9,256-98.1% | $7,339-97.6% |