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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 | $10,636 | $82,674-87.1% | $125,363-91.5% | $68,495-84.5% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | 19.87% | -5.97%+25.8pp | 572.15%-552.3pp | -7.84%+27.7pp |
| Employer contribution / active EE | $1,042 | $3,382-69.2% | $4,815-78.4% | $2,596-59.9% |
| Participant deferral / active EE | $1,809 | $6,111-70.4% | $7,447-75.7% | $4,028-55.1% |
| Admin fee / account holder | $50 | $6,276-99.2% | $10,005-99.5% | $5,403-99.1% |