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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 | $2,174 | $53,063-95.9% | $124,206-98.2% | $82,637-97.4% |
| Participation rate | 84.8% | 58.4%+26.4pp | 69.6%+15.2pp | 68.1%+16.7pp |
| Annual return | 30.78% | 68.87%-38.1pp | 515.27%-484.5pp | 53.51%-22.7pp |
| Employer contribution / active EE | $440 | $1,530-71.3% | $3,540-87.6% | $2,552-82.8% |
| Participant deferral / active EE | $588 | $2,644-77.8% | $3,968-85.2% | $4,126-85.8% |
| Admin fee / account holder | $221 | $4,281-94.8% | $5,929-96.3% | $7,339-97.0% |