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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 | $3,607 | $102,422-96.5% | $147,117-97.5% | $80,959-95.5% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 17.04% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,267 | $3,717-65.9% | $4,932-74.3% | $2,757-54.0% |
| Participant deferral / active EE | $1,323 | $6,652-80.1% | $8,065-83.6% | $4,300-69.2% |
| Admin fee / account holder | $116 | $7,953-98.5% | $12,993-99.1% | $6,925-98.3% |