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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 | $4,847 | $71,872-93.3% | $86,691-94.4% | $68,495-92.9% |
| Participation rate | 73.9% | 72.2%+1.7pp | 76.6%-2.7pp | 67.9%+6.0pp |
| Annual return | 51.06% | 3.53%+47.5pp | 35.94%+15.1pp | -7.84%+58.9pp |
| Employer contribution / active EE | $1,586 | $2,173-27.0% | $2,837-44.1% | $2,596-38.9% |
| Participant deferral / active EE | $1,721 | $3,779-54.5% | $4,656-63.0% | $4,028-57.3% |
| Admin fee / account holder | $201 | $6,112-96.7% | $7,492-97.3% | $5,403-96.3% |