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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 | $14,255 | $152,612-90.7% | $125,192-88.6% | $152,897-90.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.70% | 54.85%-26.1pp | 43.79%-15.1pp | 345.43%-316.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $289 | $5,868-95.1% | $4,937-94.2% | $5,851-95.1% |
| Admin fee / account holder | $75 | $13,437-99.4% | $9,704-99.2% | $11,599-99.4% |