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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 | $8,481 | $70,418-88.0% | $96,570-91.2% | $85,847-90.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.34% | 18.59%-6.2pp | 37.79%-25.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,527 | $1,413+8.1% | $2,357-35.2% | $2,565-40.5% |
| Participant deferral / active EE | $1,240 | $2,894-57.1% | $3,849-67.8% | $3,952-68.6% |
| Admin fee / account holder | $70 | $4,995-98.6% | $6,182-98.9% | $6,261-98.9% |