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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 | $5,613 | $88,672-93.7% | $105,223-94.7% | $82,448-93.2% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 33.58% | 30.86%+2.7pp | 180.65%-147.1pp | 41.64%-8.1pp |
| Employer contribution / active EE | $934 | $3,048-69.3% | $3,689-74.7% | $2,551-63.4% |
| Participant deferral / active EE | $1,111 | $4,036-72.5% | $5,072-78.1% | $4,139-73.2% |
| Admin fee / account holder | $146 | $7,146-98.0% | $8,859-98.3% | $7,234-98.0% |