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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 | $3,003 | $68,097-95.6% | $62,929-95.2% | $137,256-97.8% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 25.99% | 1859.11%-1833.1pp | 1063.93%-1037.9pp | 220.34%-194.4pp |
| Employer contribution / active EE | $312 | $2,811-88.9% | $2,505-87.6% | $4,156-92.5% |
| Participant deferral / active EE | $501 | $4,553-89.0% | $3,888-87.1% | $6,407-92.2% |
| Admin fee / account holder | $40 | $6,521-99.4% | $5,065-99.2% | $12,270-99.7% |