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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 | $2,275 | $150,207-98.5% | $120,380-98.1% | $145,978-98.4% |
| Participation rate | 81.3% | 78.8%+2.5pp | 71.9%+9.3pp | 80.3%+1.0pp |
| Annual return | 36.08% | 154.28%-118.2pp | 107.28%-71.2pp | 550.52%-514.4pp |
| Employer contribution / active EE | $1,022 | $4,351-76.5% | $3,465-70.5% | $4,662-78.1% |
| Participant deferral / active EE | $1,070 | $6,175-82.7% | $4,992-78.6% | $6,690-84.0% |
| Admin fee / account holder | $143 | $12,203-98.8% | $9,421-98.5% | $13,400-98.9% |