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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 | $3,818 | $102,245-96.3% | $89,340-95.7% | $137,256-97.2% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 20.67% | 21.89%-1.2pp | 20.57%+0.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $336 | $2,529-86.7% | $2,231-84.9% | $4,156-91.9% |
| Participant deferral / active EE | $648 | $4,436-85.4% | $3,823-83.1% | $6,407-89.9% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |