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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 | $3,138 | $100,792-96.9% | $86,691-96.4% | $134,509-97.7% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,313 | $3,491-62.4% | $2,837-53.7% | $4,741-72.3% |
| Participant deferral / active EE | $1,662 | $5,339-68.9% | $4,656-64.3% | $6,400-74.0% |
| Admin fee / account holder | $22 | $10,924-99.8% | $7,492-99.7% | $11,427-99.8% |