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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 | $3,918 | $98,776-96.0% | $149,745-97.4% | $79,856-95.1% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 26.15% | 27.38%-1.2pp | 276.72%-250.6pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,004 | $3,217-68.8% | $4,646-78.4% | $2,471-59.4% |
| Participant deferral / active EE | $1,421 | $5,681-75.0% | $6,843-79.2% | $3,741-62.0% |
| Admin fee / account holder | $111 | $6,053-98.2% | $9,312-98.8% | $5,306-97.9% |