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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 | $1,652 | $81,331-98.0% | $155,534-98.9% | $80,935-98.0% |
| Participation rate | 85.7% | 66.3%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 12.02% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $430 | $3,105-86.2% | $4,675-90.8% | $2,757-84.4% |
| Participant deferral / active EE | $484 | $3,454-86.0% | $5,630-91.4% | $4,299-88.7% |
| Admin fee / account holder | $123 | $7,999-98.5% | $15,900-99.2% | $6,924-98.2% |