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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 | $8,160 | $118,708-93.1% | $98,920-91.8% | $158,982-94.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.78% | 372.49%-348.7pp | 196.47%-172.7pp | 302.99%-279.2pp |
| Employer contribution / active EE | $840 | $3,334-74.8% | $2,689-68.8% | $4,763-82.4% |
| Participant deferral / active EE | $1,261 | $5,089-75.2% | $4,245-70.3% | $5,983-78.9% |
| Admin fee / account holder | $44 | $10,134-99.6% | $6,643-99.3% | $11,252-99.6% |