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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 | $2,025 | $48,011-95.8% | $63,803-96.8% | $82,637-97.5% |
| Participation rate | 83.0% | 66.6%+16.4pp | 72.7%+10.3pp | 68.1%+14.9pp |
| Annual return | 28.41% | 19.84%+8.6pp | 543.72%-515.3pp | 53.51%-25.1pp |
| Employer contribution / active EE | $523 | $1,904-72.5% | $2,532-79.3% | $2,552-79.5% |
| Participant deferral / active EE | $692 | $2,846-75.7% | $3,843-82.0% | $4,126-83.2% |
| Admin fee / account holder | $161 | $3,873-95.8% | $5,196-96.9% | $7,339-97.8% |