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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 | $7,850 | $78,015-89.9% | $178,505-95.6% | $80,959-90.3% |
| Participation rate | 92.0% | 65.7%+26.3pp | 77.1%+14.9pp | 67.7%+24.3pp |
| Annual return | 24.92% | 18.10%+6.8pp | 27.16%-2.2pp | 35.67%-10.7pp |
| Employer contribution / active EE | $998 | $2,281-56.2% | $3,955-74.8% | $2,757-63.8% |
| Participant deferral / active EE | $1,368 | $4,406-69.0% | $6,280-78.2% | $4,300-68.2% |
| Admin fee / account holder | $75 | $7,160-99.0% | $10,428-99.3% | $6,925-98.9% |