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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 | $3,002 | $72,027-95.8% | $185,861-98.4% | $79,856-96.2% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 23.74% | 23.13%+0.6pp | 35.96%-12.2pp | 31.71%-8.0pp |
| Employer contribution / active EE | $540 | $1,965-72.5% | $4,088-86.8% | $2,471-78.2% |
| Participant deferral / active EE | $704 | $3,780-81.4% | $5,634-87.5% | $3,741-81.2% |
| Admin fee / account holder | $139 | $4,513-96.9% | $9,503-98.5% | $5,306-97.4% |