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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 | $3,380 | $101,618-96.7% | $93,063-96.4% | $137,256-97.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 69.00% | 223.95%-154.9pp | 34.15%+34.8pp | 220.34%-151.3pp |
| Employer contribution / active EE | $329 | $2,707-87.9% | $2,476-86.7% | $4,156-92.1% |
| Participant deferral / active EE | $530 | $4,279-87.6% | $3,958-86.6% | $6,407-91.7% |
| Admin fee / account holder | $122 | $6,198-98.0% | $6,033-98.0% | $12,270-99.0% |