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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 | $4,292 | $106,247-96.0% | $96,515-95.6% | $139,466-96.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.37% | 38.47%-10.1pp | 35.73%-7.4pp | 373.66%-345.3pp |
| Employer contribution / active EE | $915 | $4,106-77.7% | $3,740-75.5% | $4,754-80.8% |
| Participant deferral / active EE | $1,156 | $5,456-78.8% | $4,880-76.3% | $6,712-82.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |