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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 | $1,251 | $61,125-98.0% | $94,057-98.7% | $87,485-98.6% |
| Participation rate | 73.3% | 64.1%+9.3pp | 73.3%0pp | 68.9%+4.4pp |
| Annual return | 27.40% | 35.20%-7.8pp | 480.62%-453.2pp | 26.06%+1.3pp |
| Employer contribution / active EE | $280 | $2,136-86.9% | $2,933-90.4% | $2,596-89.2% |
| Participant deferral / active EE | $492 | $3,260-84.9% | $4,709-89.6% | $4,274-88.5% |
| Admin fee / account holder | $210 | $5,629-96.3% | $7,244-97.1% | $7,775-97.3% |