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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 | $2,337 | $70,121-96.7% | $63,803-96.3% | $138,895-98.3% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 34.00% | 946.48%-912.5pp | 543.72%-509.7pp | 145.39%-111.4pp |
| Employer contribution / active EE | $545 | $2,882-81.1% | $2,532-78.5% | $4,194-87.0% |
| Participant deferral / active EE | $645 | $4,535-85.8% | $3,843-83.2% | $6,396-89.9% |
| Admin fee / account holder | $3 | $6,738-100.0% | $5,196-99.9% | $12,562-100.0% |