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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 | $5,285 | $106,524-95.0% | $152,301-96.5% | $87,485-94.0% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 20.42% | 26.89%-6.5pp | 80.50%-60.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $715 | $3,371-78.8% | $4,624-84.5% | $2,596-72.5% |
| Participant deferral / active EE | $995 | $6,525-84.8% | $8,004-87.6% | $4,274-76.7% |
| Admin fee / account holder | $242 | $8,287-97.1% | $14,398-98.3% | $7,775-96.9% |