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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 | $4,742 | $884,045-99.5% | $453,569-99.0% | $167,536-97.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 19.68% | 29.49%-9.8pp | 64.43%-44.7pp | 478.82%-459.1pp |
| Employer contribution / active EE | $940 | $5,538-83.0% | $4,072-76.9% | $4,839-80.6% |
| Participant deferral / active EE | $1,257 | $7,898-84.1% | $6,211-79.8% | $6,342-80.2% |
| Admin fee / account holder | $15 | $22,063-99.9% | $11,214-99.9% | $12,315-99.9% |