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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 | $2,863 | $48,337-94.1% | $67,560-95.8% | $80,959-96.5% |
| Participation rate | 97.9% | 66.4%+31.4pp | 72.9%+24.9pp | 67.7%+30.2pp |
| Annual return | 16.73% | 18.26%-1.5pp | 3533.50%-3516.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $364 | $2,023-82.0% | $2,737-86.7% | $2,757-86.8% |
| Participant deferral / active EE | $741 | $2,928-74.7% | $4,004-81.5% | $4,300-82.8% |
| Admin fee / account holder | $285 | $3,695-92.3% | $3,994-92.9% | $6,925-95.9% |