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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 | $3,633 | $71,230-94.9% | $93,727-96.1% | $80,959-95.5% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.7%+13.8pp |
| Annual return | 19.31% | 11.26%+8.1pp | 133.83%-114.5pp | 35.67%-16.4pp |
| Employer contribution / active EE | $755 | $1,565-51.8% | $2,421-68.8% | $2,757-72.6% |
| Participant deferral / active EE | $1,059 | $4,037-73.8% | $4,417-76.0% | $4,300-75.4% |
| Admin fee / account holder | $100 | $6,961-98.6% | $8,292-98.8% | $6,925-98.6% |