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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 | $9,769 | $72,273-86.5% | $101,275-90.4% | $79,856-87.8% |
| Participation rate | 87.8% | 68.5%+19.4pp | 75.8%+12.0pp | 69.6%+18.2pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $614 | $2,691-77.2% | $3,660-83.2% | $2,471-75.1% |
| Participant deferral / active EE | $691 | $3,282-78.9% | $4,371-84.2% | $3,741-81.5% |
| Admin fee / account holder | $65 | $4,401-98.5% | $5,948-98.9% | $5,306-98.8% |