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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 | $4,773 | $126,113-96.2% | $116,096-95.9% | $155,188-96.9% |
| Participation rate | 84.2% | 75.1%+9.1pp | 73.3%+10.9pp | 80.8%+3.4pp |
| Annual return | 17.06% | 391.72%-374.7pp | 326.25%-309.2pp | 148.84%-131.8pp |
| Employer contribution / active EE | $105 | $2,672-96.1% | $2,503-95.8% | $4,248-97.5% |
| Participant deferral / active EE | $228 | $4,162-94.5% | $3,952-94.2% | $6,531-96.5% |
| Admin fee / account holder | $78 | $8,045-99.0% | $7,704-99.0% | $14,480-99.5% |