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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 | $3,351 | $77,638-95.7% | $156,551-97.9% | $62,881-94.7% |
| Participation rate | 90.6% | 71.2%+19.4pp | 84.0%+6.6pp | 69.3%+21.3pp |
| Annual return | 9.68% | 50.33%-40.6pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $582 | $3,444-83.1% | $5,501-89.4% | $2,281-74.5% |
| Participant deferral / active EE | $746 | $3,046-75.5% | $4,871-84.7% | $3,203-76.7% |
| Admin fee / account holder | $48 | $5,561-99.1% | $13,028-99.6% | $4,296-98.9% |