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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 | $5,268 | $83,485-93.7% | $125,195-95.8% | $72,976-92.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.08% | 25.77%-4.7pp | 43.79%-22.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $749 | $2,346-68.1% | $3,866-80.6% | $2,440-69.3% |
| Participant deferral / active EE | $9 | $3,586-99.7% | $4,937-99.8% | $3,608-99.7% |
| Admin fee / account holder | $167 | $5,518-97.0% | $9,704-98.3% | $5,124-96.7% |