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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 | $1,740 | $37,446-95.4% | $77,552-97.8% | $79,856-97.8% |
| Participation rate | 86.4% | 41.5%+44.8pp | 54.2%+32.2pp | 69.6%+16.7pp |
| Annual return | 17.49% | 39.76%-22.3pp | 54.82%-37.3pp | 31.71%-14.2pp |
| Employer contribution / active EE | $108 | $637-83.1% | $987-89.1% | $2,471-95.6% |
| Participant deferral / active EE | $153 | $1,261-87.9% | $1,861-91.8% | $3,741-95.9% |
| Admin fee / account holder | $33 | $2,506-98.7% | $2,859-98.8% | $5,306-99.4% |