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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 | $1,791 | $47,479-96.2% | $62,929-97.2% | $82,448-97.8% |
| Participation rate | 93.8% | 66.9%+26.9pp | 73.1%+20.6pp | 68.1%+25.7pp |
| Annual return | 22.58% | 20.34%+2.2pp | 1063.93%-1041.4pp | 41.64%-19.1pp |
| Employer contribution / active EE | $332 | $1,885-82.4% | $2,505-86.8% | $2,551-87.0% |
| Participant deferral / active EE | $560 | $2,870-80.5% | $3,888-85.6% | $4,139-86.5% |
| Admin fee / account holder | $17 | $3,804-99.6% | $5,065-99.7% | $7,234-99.8% |