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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 | $14,630 | $57,352-74.5% | $83,831-82.5% | $64,173-77.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.19% | 11.38%-2.2pp | 850.99%-841.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $2,541 | $2,546-0.2% | $3,631-30.0% | $2,381+6.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $46 | $4,046-98.9% | $5,479-99.2% | $4,887-99.1% |