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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 | $106,524-94.7% | $152,301-96.3% | $87,485-93.6% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.4%+15.3pp | 68.9%+28.8pp |
| Annual return | 20.03% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $865 | $3,371-74.3% | $4,624-81.3% | $2,596-66.7% |
| Participant deferral / active EE | $1,585 | $6,525-75.7% | $8,004-80.2% | $4,274-62.9% |
| Admin fee / account holder | $181 | $8,287-97.8% | $14,398-98.7% | $7,775-97.7% |