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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 | $4,363 | $100,911-95.7% | $90,440-95.2% | $158,966-97.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 18.67% | 1726.62%-1707.9pp | 1294.38%-1275.7pp | 302.95%-284.3pp |
| Employer contribution / active EE | $176 | $3,690-95.2% | $3,263-94.6% | $4,762-96.3% |
| Participant deferral / active EE | $220 | $4,348-94.9% | $3,964-94.5% | $5,983-96.3% |
| Admin fee / account holder | $102 | $6,507-98.4% | $5,615-98.2% | $11,250-99.1% |