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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 | $5,638 | $106,749-94.7% | $145,433-96.1% | $82,448-93.2% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.1%+15.6pp | 68.1%+29.7pp |
| Annual return | 20.03% | 27.59%-7.6pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $865 | $3,444-74.9% | $4,554-81.0% | $2,551-66.1% |
| Participant deferral / active EE | $1,585 | $6,519-75.7% | $7,897-79.9% | $4,139-61.7% |
| Admin fee / account holder | $181 | $8,390-97.8% | $13,129-98.6% | $7,234-97.5% |