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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 | $1,636 | $109,967-98.5% | $97,197-98.3% | $145,877-98.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 21.54% | 244.27%-222.7pp | 75.47%-53.9pp | 551.28%-529.7pp |
| Employer contribution / active EE | $504 | $3,077-83.6% | $2,723-81.5% | $4,663-89.2% |
| Participant deferral / active EE | $575 | $4,676-87.7% | $4,263-86.5% | $6,691-91.4% |
| Admin fee / account holder | $53 | $6,199-99.1% | $5,637-99.1% | $13,402-99.6% |