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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 | $5,101 | $47,479-89.3% | $62,929-91.9% | $82,448-93.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.03% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $990 | $1,885-47.5% | $2,505-60.5% | $2,551-61.2% |
| Participant deferral / active EE | $424 | $2,870-85.2% | $3,888-89.1% | $4,139-89.7% |
| Admin fee / account holder | $192 | $3,804-94.9% | $5,065-96.2% | $7,234-97.3% |