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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 | $1,397 | $103,008-98.6% | $90,304-98.5% | $152,897-99.1% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 30.52% | 95.22%-64.7pp | 78.13%-47.6pp | 345.43%-314.9pp |
| Employer contribution / active EE | $167 | $3,139-94.7% | $2,855-94.1% | $4,764-96.5% |
| Participant deferral / active EE | $602 | $4,281-85.9% | $3,885-84.5% | $5,851-89.7% |
| Admin fee / account holder | $107 | $6,175-98.3% | $5,354-98.0% | $11,599-99.1% |