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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 | $1,471 | $58,848-97.5% | $88,179-98.3% | $82,637-98.2% |
| Participation rate | 97.4% | 57.9%+39.5pp | 69.1%+28.3pp | 68.1%+29.4pp |
| Annual return | 24.82% | 22.76%+2.1pp | 64.97%-40.2pp | 53.51%-28.7pp |
| Employer contribution / active EE | $864 | $1,678-48.5% | $2,549-66.1% | $2,552-66.1% |
| Participant deferral / active EE | $467 | $3,124-85.1% | $4,614-89.9% | $4,126-88.7% |
| Admin fee / account holder | $35 | $4,795-99.3% | $7,673-99.5% | $7,339-99.5% |