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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 | $4,044 | $93,589-95.7% | $135,942-97.0% | $75,181-94.6% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 47.26% | 30.90%+16.4pp | 68.28%-21.0pp | 160.69%-113.4pp |
| Employer contribution / active EE | $1,271 | $3,537-64.1% | $4,858-73.8% | $2,671-52.4% |
| Participant deferral / active EE | $1,539 | $6,405-76.0% | $7,759-80.2% | $4,126-62.7% |
| Admin fee / account holder | $11 | $6,977-99.8% | $10,764-99.9% | $5,650-99.8% |