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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 | $1,454 | $101,618-98.6% | $93,063-98.4% | $137,256-98.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 27.68% | 223.95%-196.3pp | 34.15%-6.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $437 | $2,707-83.9% | $2,476-82.4% | $4,156-89.5% |
| Participant deferral / active EE | $491 | $4,279-88.5% | $3,958-87.6% | $6,407-92.3% |
| Admin fee / account holder | $132 | $6,198-97.9% | $6,033-97.8% | $12,270-98.9% |