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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 | $9,984 | $68,394-85.4% | $94,672-89.5% | $75,177-86.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 26.41% | 616.92%-590.5pp | 156.89%-130.5pp | 160.75%-134.3pp |
| Employer contribution / active EE | $2,597 | $2,701-3.8% | $3,673-29.3% | $2,671-2.8% |
| Participant deferral / active EE | $2,588 | $6,536-60.4% | $7,417-65.1% | $4,126-37.3% |
| Admin fee / account holder | $177 | $5,326-96.7% | $7,222-97.6% | $5,651-96.9% |