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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 | $1,737 | $55,713-96.9% | $75,901-97.7% | $72,975-97.6% |
| Participation rate | 73.7% | 61.1%+12.6pp | 69.3%+4.4pp | 69.5%+4.2pp |
| Annual return | 41.38% | 27.60%+13.8pp | 30.76%+10.6pp | 81.01%-39.6pp |
| Employer contribution / active EE | $433 | $1,687-74.3% | $2,501-82.7% | $2,440-82.3% |
| Participant deferral / active EE | $593 | $2,634-77.5% | $3,603-83.5% | $3,608-83.6% |
| Admin fee / account holder | $56 | $3,980-98.6% | $5,420-99.0% | $5,124-98.9% |