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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 | $3,766 | $93,589-96.0% | $135,942-97.2% | $75,181-95.0% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 46.81% | 30.90%+15.9pp | 68.28%-21.5pp | 160.69%-113.9pp |
| Employer contribution / active EE | $1,231 | $3,537-65.2% | $4,858-74.7% | $2,671-53.9% |
| Participant deferral / active EE | $2,083 | $6,405-67.5% | $7,759-73.1% | $4,126-49.5% |
| Admin fee / account holder | $57 | $6,977-99.2% | $10,764-99.5% | $5,650-99.0% |