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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 | $2,076 | $93,589-97.8% | $135,942-98.5% | $75,181-97.2% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 35.36% | 30.90%+4.5pp | 68.28%-32.9pp | 160.69%-125.3pp |
| Employer contribution / active EE | $1,234 | $3,537-65.1% | $4,858-74.6% | $2,671-53.8% |
| Participant deferral / active EE | $459 | $6,405-92.8% | $7,759-94.1% | $4,126-88.9% |
| Admin fee / account holder | $32 | $6,977-99.5% | $10,764-99.7% | $5,650-99.4% |