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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 | $8,353 | $232,540-96.4% | $185,117-95.5% | $147,586-94.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.28% | 43.03%-27.7pp | 40.50%-25.2pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,539 | $5,195-70.4% | $4,182-63.2% | $4,876-68.4% |
| Participant deferral / active EE | $701 | $5,834-88.0% | $5,045-86.1% | $5,439-87.1% |
| Admin fee / account holder | $6 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |