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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 | $7,000 | $74,535-90.6% | $100,712-93.0% | $82,637-91.5% |
| Participation rate | 70.4% | 61.2%+9.2pp | 69.3%+1.1pp | 68.1%+2.3pp |
| Annual return | 21.94% | 18.92%+3.0pp | 33.27%-11.3pp | 53.51%-31.6pp |
| Employer contribution / active EE | $338 | $1,503-77.5% | $2,313-85.4% | $2,552-86.8% |
| Participant deferral / active EE | $823 | $3,074-73.2% | $4,085-79.9% | $4,126-80.1% |
| Admin fee / account holder | $157 | $6,576-97.6% | $9,256-98.3% | $7,339-97.9% |