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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 | $4,773 | $77,472-93.8% | $100,415-95.2% | $80,959-94.1% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.8pp | 67.7%+15.7pp |
| Annual return | 19.48% | 37.26%-17.8pp | 49.47%-30.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,418 | $2,800-49.4% | $3,943-64.0% | $2,757-48.6% |
| Participant deferral / active EE | $2,727 | $6,818-60.0% | $8,091-66.3% | $4,300-36.6% |
| Admin fee / account holder | $15 | $5,885-99.7% | $7,906-99.8% | $6,925-99.8% |