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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 | $1,251 | $51,638-97.6% | $68,368-98.2% | $82,448-98.5% |
| Participation rate | 73.3% | 63.6%+9.7pp | 73.8%-0.4pp | 68.1%+5.3pp |
| Annual return | 27.40% | 37.53%-10.1pp | 292.57%-265.2pp | 41.64%-14.2pp |
| Employer contribution / active EE | $280 | $2,047-86.3% | $2,649-89.4% | $2,551-89.0% |
| Participant deferral / active EE | $492 | $2,914-83.1% | $4,123-88.1% | $4,139-88.1% |
| Admin fee / account holder | $210 | $4,643-95.5% | $5,150-95.9% | $7,234-97.1% |