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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 | $5,292 | $102,065-94.8% | $453,569-98.8% | $85,847-93.8% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.0%+13.2pp | 69.3%+21.9pp |
| Annual return | 16.19% | 25.44%-9.2pp | 64.43%-48.2pp | 318.61%-302.4pp |
| Employer contribution / active EE | $1,358 | $2,852-52.4% | $4,072-66.6% | $2,565-47.1% |
| Participant deferral / active EE | $858 | $4,789-82.1% | $6,211-86.2% | $3,952-78.3% |
| Admin fee / account holder | $237 | $5,717-95.9% | $11,214-97.9% | $6,261-96.2% |