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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 | $2,982 | $71,215-95.8% | $93,696-96.8% | $80,935-96.3% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.7%+23.8pp |
| Annual return | 18.03% | 11.27%+6.8pp | 133.74%-115.7pp | 35.66%-17.6pp |
| Employer contribution / active EE | $705 | $1,565-55.0% | $2,422-70.9% | $2,757-74.4% |
| Participant deferral / active EE | $774 | $4,037-80.8% | $4,417-82.5% | $4,299-82.0% |
| Admin fee / account holder | $126 | $6,958-98.2% | $8,287-98.5% | $6,924-98.2% |