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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 | $76,407-95.3% | $150,298-97.6% | $82,448-95.6% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 19.86% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $363 | $2,614-86.1% | $4,154-91.3% | $2,551-85.8% |
| Participant deferral / active EE | $683 | $3,214-78.8% | $5,453-87.5% | $4,139-83.5% |
| Admin fee / account holder | $99 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |