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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 | $1,404 | $83,908-98.3% | $68,509-98.0% | $125,388-98.9% |
| Participation rate | 88.2% | 78.2%+10.1pp | 74.7%+13.5pp | 83.2%+5.0pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $586 | $3,031-80.7% | $2,278-74.3% | $4,866-88.0% |
| Participant deferral / active EE | $770 | $4,125-81.3% | $3,382-77.2% | $5,352-85.6% |
| Admin fee / account holder | $20 | $8,982-99.8% | $5,275-99.6% | $9,541-99.8% |