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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 | $6,577 | $152,592-95.7% | $125,180-94.7% | $152,885-95.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.83% | 54.84%-30.0pp | 43.79%-19.0pp | 345.39%-320.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,619 | $5,868-72.4% | $4,937-67.2% | $5,851-72.3% |
| Admin fee / account holder | $25 | $13,435-99.8% | $9,703-99.7% | $11,598-99.8% |