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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 | $3,629 | $53,063-93.2% | $124,206-97.1% | $82,637-95.6% |
| Participation rate | 72.1% | 58.4%+13.7pp | 69.6%+2.5pp | 68.1%+4.0pp |
| Annual return | 24.20% | 68.87%-44.7pp | 515.27%-491.1pp | 53.51%-29.3pp |
| Employer contribution / active EE | $365 | $1,530-76.2% | $3,540-89.7% | $2,552-85.7% |
| Participant deferral / active EE | $424 | $2,644-84.0% | $3,968-89.3% | $4,126-89.7% |
| Admin fee / account holder | $168 | $4,281-96.1% | $5,929-97.2% | $7,339-97.7% |