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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 | $2,400 | $77,920-96.9% | $149,723-98.4% | $75,177-96.8% |
| Participation rate | 79.4% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 30.92% | 31.72%-0.8pp | 134.50%-103.6pp | 160.75%-129.8pp |
| Employer contribution / active EE | $669 | $3,138-78.7% | $4,821-86.1% | $2,671-75.0% |
| Participant deferral / active EE | $735 | $3,411-78.4% | $5,682-87.1% | $4,126-82.2% |
| Admin fee / account holder | $233 | $5,951-96.1% | $13,215-98.2% | $5,651-95.9% |