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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 | $3,228 | $48,011-93.3% | $63,803-94.9% | $82,637-96.1% |
| Participation rate | 76.9% | 66.6%+10.4pp | 72.7%+4.2pp | 68.1%+8.9pp |
| Annual return | 27.22% | 19.84%+7.4pp | 543.72%-516.5pp | 53.51%-26.3pp |
| Employer contribution / active EE | $528 | $1,904-72.2% | $2,532-79.1% | $2,552-79.3% |
| Participant deferral / active EE | $644 | $2,846-77.4% | $3,843-83.2% | $4,126-84.4% |
| Admin fee / account holder | $46 | $3,873-98.8% | $5,196-99.1% | $7,339-99.4% |