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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 | $6,527 | $85,171-92.3% | $172,752-96.2% | $72,975-91.1% |
| Participation rate | 83.1% | 70.1%+13.0pp | 82.6%+0.4pp | 69.5%+13.6pp |
| Annual return | 18.57% | 27.32%-8.8pp | 802.97%-784.4pp | 81.01%-62.4pp |
| Employer contribution / active EE | $2,011 | $3,324-39.5% | $5,144-60.9% | $2,440-17.6% |
| Participant deferral / active EE | $325 | $3,260-90.0% | $5,198-93.7% | $3,608-91.0% |
| Admin fee / account holder | $247 | $5,880-95.8% | $13,955-98.2% | $5,124-95.2% |