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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 | $3,670 | $57,541-93.6% | $95,759-96.2% | $75,177-95.1% |
| Participation rate | 75.6% | 62.5%+13.0pp | 72.3%+3.3pp | 67.2%+8.4pp |
| Annual return | 15.78% | 34.93%-19.2pp | 28.42%-12.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $556 | $1,808-69.3% | $2,836-80.4% | $2,671-79.2% |
| Participant deferral / active EE | $786 | $3,074-74.4% | $4,244-81.5% | $4,126-81.0% |
| Admin fee / account holder | $119 | $4,099-97.1% | $5,678-97.9% | $5,651-97.9% |