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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 | $8,267 | $127,296-93.5% | $109,907-92.5% | $167,536-95.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.31% | 22.97%-3.7pp | 29.46%-10.2pp | 478.82%-459.5pp |
| Employer contribution / active EE | $4,108 | $3,325+23.6% | $2,844+44.4% | $4,839-15.1% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $98 | $7,119-98.6% | $6,069-98.4% | $12,315-99.2% |