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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 | $4,978 | $115,796-95.7% | $101,264-95.1% | $158,950-96.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.91% | 56.15%-36.2pp | 46.48%-26.6pp | 302.91%-283.0pp |
| Employer contribution / active EE | $1,991 | $4,175-52.3% | $3,660-45.6% | $4,762-58.2% |
| Participant deferral / active EE | $134 | $4,958-97.3% | $4,370-96.9% | $5,983-97.8% |
| Admin fee / account holder | $169 | $7,247-97.7% | $5,947-97.2% | $11,248-98.5% |