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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 | $7,733 | $162,812-95.3% | $133,971-94.2% | $158,966-95.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.77% | 41.94%-16.2pp | 45.09%-19.3pp | 302.95%-277.2pp |
| Employer contribution / active EE | $1,005 | $4,976-79.8% | $3,919-74.4% | $4,762-78.9% |
| Participant deferral / active EE | $1,264 | $5,910-78.6% | $5,047-75.0% | $5,983-78.9% |
| Admin fee / account holder | $25 | $11,741-99.8% | $8,929-99.7% | $11,250-99.8% |