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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 | $5,633 | $76,407-92.6% | $150,298-96.3% | $82,448-93.2% |
| Participation rate | 82.3% | 66.4%+15.9pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 18.09% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $758 | $2,614-71.0% | $4,154-81.8% | $2,551-70.3% |
| Participant deferral / active EE | $723 | $3,214-77.5% | $5,453-86.7% | $4,139-82.5% |
| Admin fee / account holder | $260 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |