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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 | $7,265 | $165,399-95.6% | $149,745-95.1% | $158,982-95.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.44% | 348.34%-308.9pp | 276.72%-237.3pp | 302.99%-263.5pp |
| Employer contribution / active EE | $1,493 | $5,105-70.8% | $4,646-67.9% | $4,763-68.7% |
| Participant deferral / active EE | $1,500 | $7,183-79.1% | $6,843-78.1% | $5,983-74.9% |
| Admin fee / account holder | $35 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |