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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 | $4,399 | $109,967-96.0% | $97,197-95.5% | $145,877-97.0% |
| Participation rate | 73.7% | 76.0%-2.3pp | 72.7%+1.0pp | 80.3%-6.6pp |
| Annual return | 15.22% | 244.27%-229.1pp | 75.47%-60.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $428 | $3,077-86.1% | $2,723-84.3% | $4,663-90.8% |
| Participant deferral / active EE | $632 | $4,676-86.5% | $4,263-85.2% | $6,691-90.6% |
| Admin fee / account holder | $104 | $6,199-98.3% | $5,637-98.2% | $13,402-99.2% |