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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 | $6,427 | $109,372-94.1% | $89,414-92.8% | $158,966-96.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.71% | 345.55%-333.8pp | 245.50%-233.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $302 | $3,171-90.5% | $2,586-88.3% | $4,762-93.7% |
| Participant deferral / active EE | $736 | $4,598-84.0% | $3,890-81.1% | $5,983-87.7% |
| Admin fee / account holder | $23 | $6,156-99.6% | $4,883-99.5% | $11,250-99.8% |