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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 | $2,250 | $100,792-97.8% | $86,691-97.4% | $134,509-98.3% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $768 | $3,491-78.0% | $2,837-72.9% | $4,741-83.8% |
| Participant deferral / active EE | $980 | $5,339-81.6% | $4,656-79.0% | $6,400-84.7% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |