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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 | $1,228 | $124,980-99.0% | $108,359-98.9% | $154,746-99.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 29.03% | 45.00%-16.0pp | 36.89%-7.9pp | 172.34%-143.3pp |
| Employer contribution / active EE | $590 | $2,851-79.3% | $2,399-75.4% | $4,379-86.5% |
| Participant deferral / active EE | $185 | $4,743-96.1% | $4,137-95.5% | $6,730-97.2% |
| Admin fee / account holder | $4 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |