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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 | $2,398 | $66,223-96.4% | - | $152,897-98.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | - | 82.5%+17.5pp |
| Annual return | 32.02% | 27.69%+4.3pp | - | 345.43%-313.4pp |
| Employer contribution / active EE | $477 | $2,777-82.8% | - | $4,764-90.0% |
| Participant deferral / active EE | $477 | $4,140-88.5% | - | $5,851-91.9% |
| Admin fee / account holder | $1 | $4,664-100.0% | - | $11,599-100.0% |