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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 | $8,910 | $84,708-89.5% | $75,714-88.2% | $167,536-94.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 15.78% | 199.62%-183.8pp | 104.62%-88.8pp | 478.82%-463.0pp |
| Employer contribution / active EE | $395 | $3,231-87.8% | $2,744-85.6% | $4,839-91.8% |
| Participant deferral / active EE | $77 | $4,577-98.3% | $3,820-98.0% | $6,342-98.8% |
| Admin fee / account holder | $153 | $5,358-97.1% | $3,619-95.8% | $12,315-98.8% |