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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 | $4,749 | $165,381-97.1% | $149,730-96.8% | $158,966-97.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 52.06% | 348.29%-296.2pp | 276.70%-224.6pp | 302.95%-250.9pp |
| Employer contribution / active EE | $1,335 | $5,104-73.8% | $4,645-71.3% | $4,762-72.0% |
| Participant deferral / active EE | $1,376 | $7,182-80.8% | $6,843-79.9% | $5,983-77.0% |
| Admin fee / account holder | $43 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |