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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 | $5,637 | $78,197-92.8% | $98,090-94.3% | $82,637-93.2% |
| Participation rate | 73.1% | 77.5%-4.4pp | 81.5%-8.5pp | 68.1%+5.0pp |
| Annual return | 38.13% | 40.25%-2.1pp | 37.05%+1.1pp | 53.51%-15.4pp |
| Employer contribution / active EE | $626 | $2,605-76.0% | $3,606-82.6% | $2,552-75.5% |
| Participant deferral / active EE | $840 | $6,636-87.3% | $7,845-89.3% | $4,126-79.7% |
| Admin fee / account holder | $18 | $14,832-99.9% | $11,815-99.9% | $7,339-99.8% |