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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 | $9,037 | $118,877-92.4% | $96,570-90.6% | $167,536-94.6% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 15.10% | 50.50%-35.4pp | 37.79%-22.7pp | 478.82%-463.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $556 | $4,617-88.0% | $3,849-85.6% | $6,342-91.2% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |