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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 | $1,954 | $110,248-98.2% | $95,728-98.0% | $139,456-98.6% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 41.08% | 27.16%+13.9pp | 28.40%+12.7pp | 373.45%-332.4pp |
| Employer contribution / active EE | $625 | $3,258-80.8% | $2,835-78.0% | $4,753-86.9% |
| Participant deferral / active EE | $652 | $4,675-86.1% | $4,245-84.7% | $6,711-90.3% |
| Admin fee / account holder | $90 | $6,607-98.6% | $5,673-98.4% | $11,407-99.2% |