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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 | $3,781 | $66,402-94.3% | $109,895-96.6% | $85,856-95.6% |
| Participation rate | 90.3% | 63.9%+26.5pp | 74.2%+16.1pp | 69.3%+21.0pp |
| Annual return | 16.79% | 19.59%-2.8pp | 29.46%-12.7pp | 318.58%-301.8pp |
| Employer contribution / active EE | $692 | $1,687-59.0% | $2,843-75.7% | $2,565-73.0% |
| Participant deferral / active EE | $763 | $2,842-73.2% | $4,049-81.2% | $3,952-80.7% |
| Admin fee / account holder | $32 | $4,557-99.3% | $6,067-99.5% | $6,261-99.5% |