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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 | $4,674 | $111,535-95.8% | $105,223-95.6% | $137,256-96.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.73% | 237.85%-208.1pp | 180.65%-150.9pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,009 | $3,939-74.4% | $3,689-72.6% | $4,156-75.7% |
| Participant deferral / active EE | $1,117 | $5,500-79.7% | $5,072-78.0% | $6,407-82.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |