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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 | $3,383 | $76,368-95.6% | $67,681-95.0% | $154,746-97.8% |
| Participation rate | 90.0% | 79.0%+11.0pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 28.33% | 1066.77%-1038.4pp | 590.58%-562.3pp | 172.34%-144.0pp |
| Employer contribution / active EE | $418 | $3,151-86.7% | $2,678-84.4% | $4,379-90.5% |
| Participant deferral / active EE | $973 | $4,824-79.8% | $3,976-75.5% | $6,730-85.5% |
| Admin fee / account holder | $220 | $8,559-97.4% | $6,100-96.4% | $14,365-98.5% |