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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 | $4,528 | $107,941-95.8% | $91,994-95.1% | $152,909-97.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.00% | 89.28%-69.3pp | 69.04%-49.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $2,452 | $4,212-41.8% | $3,453-29.0% | $4,764-48.5% |
| Participant deferral / active EE | $1,012 | $6,366-84.1% | $5,924-82.9% | $5,851-82.7% |
| Admin fee / account holder | $216 | $10,521-97.9% | $7,744-97.2% | $11,601-98.1% |