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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 | $5,731 | $50,554-88.7% | $67,681-91.5% | $87,485-93.4% |
| Participation rate | 90.3% | 67.7%+22.6pp | 73.7%+16.6pp | 68.9%+21.4pp |
| Annual return | 22.71% | 17.81%+4.9pp | 590.58%-567.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $703 | $1,988-64.6% | $2,678-73.7% | $2,596-72.9% |
| Participant deferral / active EE | $941 | $2,961-68.2% | $3,976-76.3% | $4,274-78.0% |
| Admin fee / account holder | $158 | $4,132-96.2% | $6,100-97.4% | $7,775-98.0% |