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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 | $4,293 | $117,904-96.4% | $102,457-95.8% | $145,978-97.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 23.38% | 31.80%-8.4pp | 29.41%-6.0pp | 550.52%-527.1pp |
| Employer contribution / active EE | $860 | $3,613-76.2% | $3,022-71.6% | $4,662-81.6% |
| Participant deferral / active EE | $1,337 | $5,733-76.7% | $5,054-73.5% | $6,690-80.0% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |