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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 | $7,368 | $124,351-94.1% | $109,188-93.3% | $167,553-95.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $851 | $4,210-79.8% | $3,723-77.1% | $4,840-82.4% |
| Participant deferral / active EE | $1,167 | $5,257-77.8% | $4,654-74.9% | $6,343-81.6% |
| Admin fee / account holder | $20 | $7,975-99.8% | $6,755-99.7% | $12,316-99.8% |