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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 | $4,233 | $105,145-96.0% | $94,664-95.5% | $139,466-97.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.60% | 38.09%-23.5pp | 156.84%-142.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,257 | $4,107-69.4% | $3,673-65.8% | $4,754-73.6% |
| Participant deferral / active EE | $1,634 | $7,599-78.5% | $7,417-78.0% | $6,712-75.7% |
| Admin fee / account holder | $129 | $8,972-98.6% | $7,222-98.2% | $11,409-98.9% |