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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 | $10,430 | $154,193-93.2% | $130,045-92.0% | $139,466-92.5% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | 175.14% | 32.51%+142.6pp | -137.30%+312.4pp | 373.66%-198.5pp |
| Employer contribution / active EE | $4,762 | $5,292-10.0% | $4,321+10.2% | $4,754+0.2% |
| Participant deferral / active EE | $1,224 | $6,709-81.8% | $5,820-79.0% | $6,712-81.8% |
| Admin fee / account holder | $56 | $13,989-99.6% | $10,600-99.5% | $11,409-99.5% |