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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 | $2,412 | $100,073-97.6% | $85,126-97.2% | $145,877-98.3% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 28.34% | 84.11%-55.8pp | 66.63%-38.3pp | 551.28%-522.9pp |
| Employer contribution / active EE | $904 | $3,236-72.1% | $2,731-66.9% | $4,663-80.6% |
| Participant deferral / active EE | $911 | $5,294-82.8% | $4,523-79.9% | $6,691-86.4% |
| Admin fee / account holder | $40 | $7,261-99.5% | $6,160-99.4% | $13,402-99.7% |