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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 | $106,749-95.0% | $145,433-96.4% | $82,448-93.6% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 20.42% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $715 | $3,444-79.3% | $4,554-84.3% | $2,551-72.0% |
| Participant deferral / active EE | $995 | $6,519-84.7% | $7,897-87.4% | $4,139-76.0% |
| Admin fee / account holder | $242 | $8,390-97.1% | $13,129-98.2% | $7,234-96.7% |