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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 | $7,575 | $106,918-92.9% | $84,021-91.0% | $152,897-95.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 24.23% | 105.01%-80.8pp | 71.32%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $968 | $4,012-75.9% | $3,239-70.1% | $5,851-83.5% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |