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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 | $17,054 | $138,076-87.6% | $123,553-86.2% | $135,380-87.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,952 | $5,152-62.1% | $4,628-57.8% | $4,779-59.2% |
| Participant deferral / active EE | $1,886 | $6,800-72.3% | $6,426-70.7% | $5,609-66.4% |
| Admin fee / account holder | $146 | $10,917-98.7% | $9,284-98.4% | $10,828-98.7% |