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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 | $2,402 | $51,642-95.3% | $129,384-98.1% | $80,935-97.0% |
| Participation rate | 73.4% | 56.9%+16.5pp | 69.6%+3.8pp | 67.7%+5.8pp |
| Annual return | 16.38% | 20.78%-4.4pp | 9461.77%-9445.4pp | 35.66%-19.3pp |
| Employer contribution / active EE | $506 | $1,583-68.0% | $4,153-87.8% | $2,757-81.6% |
| Participant deferral / active EE | $738 | $2,670-72.4% | $4,166-82.3% | $4,299-82.8% |
| Admin fee / account holder | $184 | $4,312-95.7% | $7,686-97.6% | $6,924-97.3% |