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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 | $1,187 | $77,908-98.5% | $149,696-99.2% | $75,173-98.4% |
| Participation rate | 89.7% | 65.6%+24.2pp | 78.8%+11.0pp | 67.2%+22.5pp |
| Annual return | 61.01% | 31.73%+29.3pp | 134.46%-73.4pp | 160.72%-99.7pp |
| Employer contribution / active EE | $578 | $3,138-81.6% | $4,821-88.0% | $2,671-78.3% |
| Participant deferral / active EE | $591 | $3,411-82.7% | $5,682-89.6% | $4,126-85.7% |
| Admin fee / account holder | $123 | $5,950-97.9% | $13,212-99.1% | $5,651-97.8% |