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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 | $3,787 | $108,882-96.5% | $96,754-96.1% | $154,746-97.6% |
| Participation rate | 92.9% | 75.1%+17.8pp | 70.3%+22.6pp | 80.7%+12.2pp |
| Annual return | 25.82% | 98.39%-72.6pp | 82.04%-56.2pp | 172.34%-146.5pp |
| Employer contribution / active EE | $631 | $3,018-79.1% | $2,679-76.5% | $4,379-85.6% |
| Participant deferral / active EE | $698 | $5,323-86.9% | $4,758-85.3% | $6,730-89.6% |
| Admin fee / account holder | $88 | $10,200-99.1% | $8,905-99.0% | $14,365-99.4% |