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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 | $1,963 | $51,202-96.2% | $70,548-97.2% | $75,181-97.4% |
| Participation rate | 78.5% | 61.0%+17.5pp | 68.3%+10.1pp | 67.2%+11.3pp |
| Annual return | 130.15% | 30.05%+100.1pp | 32.78%+97.4pp | 160.69%-30.5pp |
| Employer contribution / active EE | $521 | $1,827-71.5% | $2,975-82.5% | $2,671-80.5% |
| Participant deferral / active EE | $897 | $2,850-68.5% | $4,567-80.4% | $4,126-78.3% |
| Admin fee / account holder | $83 | $4,094-98.0% | $6,424-98.7% | $5,650-98.5% |