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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 | $10,438 | $102,422-89.8% | $147,117-92.9% | $80,959-87.1% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 12.91% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $438 | $6,652-93.4% | $8,065-94.6% | $4,300-89.8% |
| Admin fee / account holder | $171 | $7,953-97.9% | $12,993-98.7% | $6,925-97.5% |