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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 | $2,531 | $72,426-96.5% | $67,560-96.3% | $145,897-98.3% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 15.48% | 7226.78%-7211.3pp | 3533.50%-3518.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $721 | $3,074-76.5% | $2,737-73.6% | $4,663-84.5% |
| Participant deferral / active EE | $721 | $4,785-84.9% | $4,004-82.0% | $6,689-89.2% |
| Admin fee / account holder | $142 | $5,514-97.4% | $3,994-96.4% | $13,390-98.9% |