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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 | $3,031 | $101,618-97.0% | $93,063-96.7% | $137,256-97.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.40% | 223.95%-201.6pp | 34.15%-11.8pp | 220.34%-197.9pp |
| Employer contribution / active EE | $270 | $2,707-90.0% | $2,476-89.1% | $4,156-93.5% |
| Participant deferral / active EE | $270 | $4,279-93.7% | $3,958-93.2% | $6,407-95.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |