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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 | $5,130 | $47,479-89.2% | $62,929-91.8% | $82,448-93.8% |
| Participation rate | 89.6% | 66.9%+22.7pp | 73.1%+16.5pp | 68.1%+21.5pp |
| Annual return | 19.89% | 20.34%-0.5pp | 1063.93%-1044.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $610 | $1,885-67.7% | $2,505-75.7% | $2,551-76.1% |
| Participant deferral / active EE | $703 | $2,870-75.5% | $3,888-81.9% | $4,139-83.0% |
| Admin fee / account holder | $261 | $3,804-93.1% | $5,065-94.8% | $7,234-96.4% |