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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 | $9,993 | $115,814-91.4% | $101,275-90.1% | $158,982-93.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.28% | 56.16%-43.9pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,446 | $4,176-65.4% | $3,660-60.5% | $4,763-69.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $291 | $7,249-96.0% | $5,948-95.1% | $11,252-97.4% |