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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 | $1,440 | $100,901-98.6% | $75,501-98.1% | $147,585-99.0% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.4%+15.1pp | 82.8%+4.7pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.58%-578.6pp |
| Employer contribution / active EE | $556 | $3,253-82.9% | $2,352-76.3% | $4,876-88.6% |
| Participant deferral / active EE | $663 | $4,027-83.5% | $3,142-78.9% | $5,439-87.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |