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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 | $3,221 | $63,861-95.0% | $104,639-96.9% | $79,856-96.0% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 18.35% | 21.30%-3.0pp | 340.67%-322.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $444 | $1,588-72.1% | $2,682-83.5% | $2,471-82.0% |
| Participant deferral / active EE | $653 | $2,693-75.7% | $3,738-82.5% | $3,741-82.5% |
| Admin fee / account holder | $83 | $4,185-98.0% | $6,465-98.7% | $5,306-98.4% |