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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 | $6,668 | $70,666-90.6% | $169,385-96.1% | $75,181-91.1% |
| Participation rate | 76.0% | 64.8%+11.2pp | 77.2%-1.2pp | 67.2%+8.8pp |
| Annual return | 17.62% | 36.37%-18.7pp | 405.82%-388.2pp | 160.69%-143.1pp |
| Employer contribution / active EE | $817 | $2,210-63.0% | $4,012-79.6% | $2,671-69.4% |
| Participant deferral / active EE | $1,281 | $4,308-70.3% | $6,221-79.4% | $4,126-69.0% |
| Admin fee / account holder | $275 | $5,402-94.9% | $9,011-96.9% | $5,650-95.1% |