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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 | $124,425-97.7% | $112,040-97.5% | $137,256-97.9% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.5%-0.3pp | 80.0%-3.8pp |
| Annual return | 62.32% | 24.72%+37.6pp | 24.52%+37.8pp | 220.34%-158.0pp |
| Employer contribution / active EE | $1,499 | $3,411-56.1% | $2,954-49.3% | $4,156-63.9% |
| Participant deferral / active EE | $379 | $5,718-93.4% | $5,098-92.6% | $6,407-94.1% |
| Admin fee / account holder | $272 | $15,207-98.2% | $12,098-97.8% | $12,270-97.8% |