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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 | $10,069 | $102,638-90.2% | $81,991-87.7% | $158,966-93.7% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.3%+26.0pp | 82.0%+13.3pp |
| Annual return | 16.74% | 61.05%-44.3pp | 41.31%-24.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,521 | $3,241-53.1% | $2,498-39.1% | $4,762-68.1% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |