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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 | $4,179 | $54,045-92.3% | $115,167-96.4% | $65,186-93.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 125.12% | 26.55%+98.6pp | 35.60%+89.5pp | 29.39%+95.7pp |
| Employer contribution / active EE | $455 | $1,653-72.5% | $3,179-85.7% | $2,177-79.1% |
| Participant deferral / active EE | $972 | $2,504-61.2% | $4,169-76.7% | $3,514-72.4% |
| Admin fee / account holder | $99 | $626-84.1% | $7,089-98.6% | $847-88.3% |