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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 | $4,201 | $50,554-91.7% | $67,681-93.8% | $87,485-95.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 13.88% | 17.81%-3.9pp | 590.58%-576.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $558 | $1,988-71.9% | $2,678-79.2% | $2,596-78.5% |
| Participant deferral / active EE | $639 | $2,961-78.4% | $3,976-83.9% | $4,274-85.1% |
| Admin fee / account holder | $67 | $4,132-98.4% | $6,100-98.9% | $7,775-99.1% |