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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 | $7,889 | $102,385-92.3% | $147,080-94.6% | $80,935-90.3% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 13.96% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,046 | $6,651-69.2% | $8,066-74.6% | $4,299-52.4% |
| Admin fee / account holder | $208 | $7,951-97.4% | $12,989-98.4% | $6,924-97.0% |