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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 | $4,973 | $112,729-95.6% | $98,716-95.0% | $137,256-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.39% | 38.48%-27.1pp | 31.81%-20.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $790 | $2,725-71.0% | $2,279-65.3% | $4,156-81.0% |
| Participant deferral / active EE | $862 | $4,640-81.4% | $4,048-78.7% | $6,407-86.5% |
| Admin fee / account holder | $248 | $10,129-97.5% | $8,703-97.1% | $12,270-98.0% |