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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 | $5,899 | $106,749-94.5% | $145,433-95.9% | $82,448-92.8% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 20.20% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $789 | $3,444-77.1% | $4,554-82.7% | $2,551-69.1% |
| Participant deferral / active EE | $2,173 | $6,519-66.7% | $7,897-72.5% | $4,139-47.5% |
| Admin fee / account holder | $88 | $8,390-99.0% | $13,129-99.3% | $7,234-98.8% |