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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 | $19,699 | $124,346-84.2% | $111,308-82.3% | $167,536-88.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.39% | 37.45%-27.1pp | 54.67%-44.3pp | 478.82%-468.4pp |
| Employer contribution / active EE | $5,833 | $3,437+69.7% | $2,732+113.5% | $4,839+20.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $214 | $10,621-98.0% | $7,965-97.3% | $12,315-98.3% |