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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 | $2,745 | $65,566-95.8% | $86,235-96.8% | $75,177-96.3% |
| Participation rate | 78.9% | 60.5%+18.5pp | 69.0%+10.0pp | 67.2%+11.7pp |
| Annual return | 45.42% | 46.07%-0.7pp | 1170.03%-1124.6pp | 160.75%-115.3pp |
| Employer contribution / active EE | $736 | $1,553-52.6% | $2,381-69.1% | $2,671-72.5% |
| Participant deferral / active EE | $1,117 | $3,023-63.0% | $3,987-72.0% | $4,126-72.9% |
| Admin fee / account holder | $105 | $5,470-98.1% | $6,856-98.5% | $5,651-98.1% |