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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 | $47,479-91.1% | $62,929-93.3% | $82,448-94.9% |
| Participation rate | 86.5% | 66.9%+19.6pp | 73.1%+13.4pp | 68.1%+18.4pp |
| Annual return | 20.99% | 20.34%+0.7pp | 1063.93%-1042.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $578 | $1,885-69.3% | $2,505-76.9% | $2,551-77.3% |
| Participant deferral / active EE | $666 | $2,870-76.8% | $3,888-82.9% | $4,139-83.9% |
| Admin fee / account holder | $90 | $3,804-97.6% | $5,065-98.2% | $7,234-98.8% |