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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 | $1,367 | $54,541-97.5% | $78,778-98.3% | $70,124-98.1% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 24.76% | 21.07%+3.7pp | 35.62%-10.9pp | 73.14%-48.4pp |
| Employer contribution / active EE | $199 | $1,089-81.7% | $1,986-90.0% | $2,342-91.5% |
| Participant deferral / active EE | $420 | $2,210-81.0% | $2,958-85.8% | $3,332-87.4% |
| Admin fee / account holder | $55 | $3,709-98.5% | $5,134-98.9% | $4,645-98.8% |