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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 | $3,765 | $104,251-96.4% | $91,004-95.9% | $147,586-97.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.62% | 27.06%-8.4pp | 4.60%+14.0pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,817 | $3,116-9.6% | $2,456+14.7% | $4,876-42.2% |
| Participant deferral / active EE | $874 | $4,195-79.2% | $3,548-75.4% | $5,439-83.9% |
| Admin fee / account holder | $202 | $8,948-97.7% | $5,417-96.3% | $10,886-98.1% |