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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 | $4,389 | $97,125-95.5% | $86,233-94.9% | $137,256-96.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 21.81% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $438 | $2,841-84.6% | $2,504-82.5% | $4,156-89.5% |
| Participant deferral / active EE | $752 | $5,180-85.5% | $4,559-83.5% | $6,407-88.3% |
| Admin fee / account holder | $64 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |