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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 | $4,708 | $61,815-92.4% | $97,295-95.2% | $80,959-94.2% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.7%+16.2pp | 67.7%+21.2pp |
| Annual return | 15.48% | -558.73%+574.2pp | 75.62%-60.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $937 | $1,836-49.0% | $2,723-65.6% | $2,757-66.0% |
| Participant deferral / active EE | $609 | $3,027-79.9% | $4,264-85.7% | $4,300-85.8% |
| Admin fee / account holder | $62 | $5,166-98.8% | $5,646-98.9% | $6,925-99.1% |