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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 | $2,564 | $65,555-96.1% | $86,216-97.0% | $75,173-96.6% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 47.07% | 46.07%+1.0pp | 1169.42%-1122.4pp | 160.72%-113.7pp |
| Employer contribution / active EE | $540 | $1,553-65.2% | $2,382-77.3% | $2,671-79.8% |
| Participant deferral / active EE | $813 | $3,023-73.1% | $3,986-79.6% | $4,126-80.3% |
| Admin fee / account holder | $17 | $5,469-99.7% | $6,853-99.8% | $5,651-99.7% |