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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 | $9,658 | $156,398-93.8% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $972 | $4,853-80.0% | $4,593-78.8% | $4,194-76.8% |
| Participant deferral / active EE | $2,287 | $8,237-72.2% | $7,906-71.1% | $6,396-64.2% |
| Admin fee / account holder | $49 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |