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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 | $2,892 | $76,407-96.2% | $150,298-98.1% | $82,448-96.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.39% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $387 | $2,614-85.2% | $4,154-90.7% | $2,551-84.8% |
| Participant deferral / active EE | $80 | $3,214-97.5% | $5,453-98.5% | $4,139-98.1% |
| Admin fee / account holder | $15 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |