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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 | $3,478 | $112,729-96.9% | $98,716-96.5% | $137,256-97.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.74% | 38.48%-20.7pp | 31.81%-14.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $460 | $2,725-83.1% | $2,279-79.8% | $4,156-88.9% |
| Participant deferral / active EE | $788 | $4,640-83.0% | $4,048-80.5% | $6,407-87.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |