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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 | $3,596 | $124,330-97.1% | $109,173-96.7% | $167,536-97.9% |
| Participation rate | 88.9% | 79.5%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 20.02% | 26.04%-6.0pp | 25.75%-5.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $874 | $4,209-79.2% | $3,723-76.5% | $4,839-81.9% |
| Participant deferral / active EE | $1,479 | $5,256-71.9% | $4,654-68.2% | $6,342-76.7% |
| Admin fee / account holder | $10 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |