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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 | $3,302 | $61,125-94.6% | $94,057-96.5% | $87,485-96.2% |
| Participation rate | 86.8% | 64.1%+22.7pp | 73.3%+13.4pp | 68.9%+17.9pp |
| Annual return | 20.76% | 35.20%-14.4pp | 480.62%-459.9pp | 26.06%-5.3pp |
| Employer contribution / active EE | $241 | $2,136-88.7% | $2,933-91.8% | $2,596-90.7% |
| Participant deferral / active EE | $580 | $3,260-82.2% | $4,709-87.7% | $4,274-86.4% |
| Admin fee / account holder | $22 | $5,629-99.6% | $7,244-99.7% | $7,775-99.7% |