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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 | $2,971 | $52,353-94.3% | $120,225-97.5% | $82,448-96.4% |
| Participation rate | 80.8% | 58.3%+22.5pp | 69.6%+11.2pp | 68.1%+12.7pp |
| Annual return | 20.86% | 61.85%-41.0pp | 439.23%-418.4pp | 41.64%-20.8pp |
| Employer contribution / active EE | $330 | $1,510-78.1% | $3,475-90.5% | $2,551-87.1% |
| Participant deferral / active EE | $505 | $2,627-80.8% | $3,999-87.4% | $4,139-87.8% |
| Admin fee / account holder | $95 | $4,363-97.8% | $5,696-98.3% | $7,234-98.7% |