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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 | $2,347 | $77,814-97.0% | $158,223-98.5% | $86,983-97.3% |
| Participation rate | 88.9% | 68.4%+20.5pp | 79.2%+9.7pp | 69.5%+19.3pp |
| Annual return | 42.84% | 30.54%+12.3pp | 52.09%-9.2pp | 25.83%+17.0pp |
| Employer contribution / active EE | $772 | $2,592-70.2% | $4,109-81.2% | $2,584-70.1% |
| Participant deferral / active EE | $880 | $3,270-73.1% | $5,467-83.9% | $4,194-79.0% |
| Admin fee / account holder | $158 | $5,879-97.3% | $16,047-99.0% | $7,856-98.0% |