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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 | $10,205 | $78,670-87.0% | $109,173-90.7% | $85,847-88.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.55% | 25.09%-9.5pp | 25.75%-10.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $4,728 | $2,734+72.9% | $3,723+27.0% | $2,565+84.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $109 | $5,469-98.0% | $6,755-98.4% | $6,261-98.3% |