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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 | $1,047 | $61,787-98.3% | $97,197-98.9% | $80,925-98.7% |
| Participation rate | 78.8% | 63.5%+15.3pp | 72.7%+6.1pp | 67.7%+11.1pp |
| Annual return | 15.04% | -558.16%+573.2pp | 75.47%-60.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $597 | $1,836-67.5% | $2,723-78.1% | $2,756-78.3% |
| Participant deferral / active EE | $317 | $3,027-89.5% | $4,263-92.6% | $4,299-92.6% |
| Admin fee / account holder | $31 | $5,170-99.4% | $5,637-99.5% | $6,940-99.6% |