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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 | $5,421 | $211,239-97.4% | $178,528-97.0% | $145,877-96.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.22% | 30.22%-15.0pp | 27.11%-11.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $632 | $4,570-86.2% | $3,950-84.0% | $4,663-86.4% |
| Participant deferral / active EE | $1,180 | $6,963-83.1% | $6,278-81.2% | $6,691-82.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |