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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 | $3,363 | $73,787-95.4% | $98,716-96.6% | $82,448-95.9% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.3%+6.7pp | 68.1%+7.9pp |
| Annual return | 25.63% | 18.57%+7.1pp | 31.81%-6.2pp | 41.64%-16.0pp |
| Employer contribution / active EE | $359 | $1,511-76.2% | $2,279-84.2% | $2,551-85.9% |
| Participant deferral / active EE | $342 | $3,081-88.9% | $4,048-91.6% | $4,139-91.7% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |