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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 | $4,806 | $57,140-91.6% | $85,240-94.4% | $80,959-94.1% |
| Participation rate | 89.3% | 56.4%+32.9pp | 67.5%+21.8pp | 67.7%+21.6pp |
| Annual return | 14.42% | 21.71%-7.3pp | 66.75%-52.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $381 | $1,802-78.8% | $2,735-86.1% | $2,757-86.2% |
| Participant deferral / active EE | $678 | $3,115-78.2% | $4,527-85.0% | $4,300-84.2% |
| Admin fee / account holder | $95 | $4,992-98.1% | $6,165-98.5% | $6,925-98.6% |