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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 | $7,033 | $98,776-92.9% | $149,745-95.3% | $79,856-91.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 48.56% | 27.38%+21.2pp | 276.72%-228.2pp | 31.71%+16.8pp |
| Employer contribution / active EE | $4,600 | $3,217+43.0% | $4,646-1.0% | $2,471+86.1% |
| Participant deferral / active EE | $377 | $5,681-93.4% | $6,843-94.5% | $3,741-89.9% |
| Admin fee / account holder | $13 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |