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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 | $4,429 | $93,598-95.3% | $135,974-96.7% | $75,173-94.1% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 26.43% | 30.89%-4.5pp | 68.30%-41.9pp | 160.72%-134.3pp |
| Employer contribution / active EE | $1,525 | $3,538-56.9% | $4,859-68.6% | $2,671-42.9% |
| Participant deferral / active EE | $1,923 | $6,405-70.0% | $7,760-75.2% | $4,126-53.4% |
| Admin fee / account holder | $59 | $6,978-99.2% | $10,767-99.5% | $5,651-99.0% |