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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 | $2,683 | $97,125-97.2% | $86,233-96.9% | $137,256-98.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 29.25% | 74.19%-44.9pp | 61.39%-32.1pp | 220.34%-191.1pp |
| Employer contribution / active EE | $730 | $2,841-74.3% | $2,504-70.8% | $4,156-82.4% |
| Participant deferral / active EE | $732 | $5,180-85.9% | $4,559-83.9% | $6,407-88.6% |
| Admin fee / account holder | $100 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |