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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 | $1,615 | $19,646-91.8% | $71,585-97.7% | $64,097-97.5% |
| Participation rate | 77.6% | 64.7%+12.9pp | 68.2%+9.4pp | 55.2%+22.4pp |
| Annual return | 20.97% | 36.81%-15.8pp | 59.26%-38.3pp | 34.64%-13.7pp |
| Employer contribution / active EE | $322 | $713-54.8% | $1,669-80.7% | $1,891-83.0% |
| Participant deferral / active EE | $791 | $1,665-52.5% | $2,923-72.9% | $3,080-74.3% |
| Admin fee / account holder | $186 | $1,850-89.9% | $4,712-96.1% | $3,454-94.6% |