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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 | $1,772 | $108,922-98.4% | $100,398-98.2% | $145,978-98.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 41.48% | 58.04%-16.6pp | 49.32%-7.8pp | 550.52%-509.0pp |
| Employer contribution / active EE | $825 | $4,426-81.4% | $3,946-79.1% | $4,662-82.3% |
| Participant deferral / active EE | $1,020 | $8,450-87.9% | $8,084-87.4% | $6,690-84.8% |
| Admin fee / account holder | $124 | $9,680-98.7% | $7,893-98.4% | $13,400-99.1% |