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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 | $4,218 | $50,554-91.7% | $67,681-93.8% | $87,485-95.2% |
| Participation rate | 86.5% | 67.7%+18.8pp | 73.7%+12.8pp | 68.9%+17.6pp |
| Annual return | 20.99% | 17.81%+3.2pp | 590.58%-569.6pp | 26.06%-5.1pp |
| Employer contribution / active EE | $578 | $1,988-70.9% | $2,678-78.4% | $2,596-77.7% |
| Participant deferral / active EE | $666 | $2,961-77.5% | $3,976-83.3% | $4,274-84.4% |
| Admin fee / account holder | $90 | $4,132-97.8% | $6,100-98.5% | $7,775-98.8% |