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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 | $2,785 | $58,493-95.2% | $84,021-96.7% | $72,975-96.2% |
| Participation rate | 79.2% | 61.2%+18.0pp | 69.0%+10.2pp | 69.5%+9.7pp |
| Annual return | 33.55% | 28.93%+4.6pp | 71.32%-37.8pp | 81.01%-47.5pp |
| Employer contribution / active EE | $484 | $1,163-58.4% | $1,984-75.6% | $2,440-80.1% |
| Participant deferral / active EE | $794 | $2,394-66.8% | $3,239-75.5% | $3,608-78.0% |
| Admin fee / account holder | $8 | $4,569-99.8% | $6,102-99.9% | $5,124-99.8% |