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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 | $5,487 | $157,304-96.5% | $141,197-96.1% | $152,909-96.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.16% | 64.34%-32.2pp | 71.41%-39.2pp | 345.46%-313.3pp |
| Employer contribution / active EE | $1,271 | $5,263-75.8% | $4,736-73.2% | $4,764-73.3% |
| Participant deferral / active EE | $2,070 | $7,111-70.9% | $6,710-69.1% | $5,851-64.6% |
| Admin fee / account holder | $139 | $12,126-98.9% | $10,265-98.6% | $11,601-98.8% |