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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 | $2,368 | $105,198-97.7% | $159,455-98.5% | $85,856-97.2% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.3pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.63%-263.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $944 | $3,319-71.6% | $4,830-80.5% | $2,565-63.2% |
| Participant deferral / active EE | $1,426 | $5,946-76.0% | $7,353-80.6% | $3,952-63.9% |
| Admin fee / account holder | $58 | $6,934-99.2% | $10,800-99.5% | $6,261-99.1% |