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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 | $3,618 | $78,690-95.4% | $161,489-97.8% | $87,485-95.9% |
| Participation rate | 92.9% | 67.5%+25.4pp | 78.7%+14.2pp | 68.9%+23.9pp |
| Annual return | 19.86% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $363 | $2,588-86.0% | $4,268-91.5% | $2,596-86.0% |
| Participant deferral / active EE | $683 | $3,311-79.4% | $5,630-87.9% | $4,274-84.0% |
| Admin fee / account holder | $99 | $6,724-98.5% | $16,006-99.4% | $7,775-98.7% |