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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 | $5,494 | $106,749-94.9% | $145,433-96.2% | $82,448-93.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,064 | $3,444-69.1% | $4,554-76.6% | $2,551-58.3% |
| Participant deferral / active EE | $1,309 | $6,519-79.9% | $7,897-83.4% | $4,139-68.4% |
| Admin fee / account holder | $134 | $8,390-98.4% | $13,129-99.0% | $7,234-98.1% |