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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 | $1,898 | $58,523-96.8% | $99,475-98.1% | $72,975-97.4% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 49.64% | 28.51%+21.1pp | 30.72%+18.9pp | 81.01%-31.4pp |
| Employer contribution / active EE | $779 | $1,512-48.5% | $2,540-69.3% | $2,440-68.1% |
| Participant deferral / active EE | $820 | $2,606-68.5% | $3,619-77.3% | $3,608-77.3% |
| Admin fee / account holder | $15 | $4,102-99.6% | $6,252-99.8% | $5,124-99.7% |