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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 | $2,613 | $71,208-96.3% | $93,681-97.2% | $80,911-96.8% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.3pp | 67.6%+6.4pp |
| Annual return | 34.34% | 11.27%+23.1pp | 133.47%-99.1pp | 35.63%-1.3pp |
| Employer contribution / active EE | $418 | $1,564-73.3% | $2,422-82.7% | $2,756-84.8% |
| Participant deferral / active EE | $1,147 | $4,035-71.6% | $4,415-74.0% | $4,297-73.3% |
| Admin fee / account holder | $17 | $6,951-99.8% | $8,290-99.8% | $6,935-99.8% |