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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 | $2,815 | $136,860-97.9% | $120,344-97.7% | $154,746-98.2% |
| Participation rate | 76.2% | 79.9%-3.7pp | 76.7%-0.5pp | 80.7%-4.5pp |
| Annual return | 62.32% | 21.38%+40.9pp | 20.30%+42.0pp | 172.34%-110.0pp |
| Employer contribution / active EE | $1,499 | $3,533-57.6% | $3,020-50.4% | $4,379-65.8% |
| Participant deferral / active EE | $379 | $5,793-93.5% | $5,135-92.6% | $6,730-94.4% |
| Admin fee / account holder | $272 | $15,393-98.2% | $12,742-97.9% | $14,365-98.1% |