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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 | $988 | $92,766-98.9% | $82,763-98.8% | $134,545-99.3% |
| Participation rate | 95.7% | 75.2%+20.4pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $450 | $3,273-86.2% | $3,008-85.0% | $4,742-90.5% |
| Participant deferral / active EE | $487 | $4,802-89.9% | $4,395-88.9% | $6,401-92.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |