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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 | $1,707 | $103,392-98.3% | $87,104-98.0% | $152,897-98.9% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.9%+9.8pp | 82.5%+4.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $656 | $3,221-79.6% | $2,521-74.0% | $4,764-86.2% |
| Participant deferral / active EE | $1,060 | $4,778-77.8% | $4,048-73.8% | $5,851-81.9% |
| Admin fee / account holder | $3 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |