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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 | $21,090 | $167,522-87.4% | $151,639-86.1% | $134,532-84.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.27% | 7.81%-28.1pp | 3.34%-23.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,750 | $6,828-59.7% | $6,165-55.4% | $4,741-42.0% |
| Participant deferral / active EE | $2,750 | $8,986-69.4% | $8,363-67.1% | $6,401-57.0% |
| Admin fee / account holder | $88 | $13,780-99.4% | $11,613-99.2% | $11,429-99.2% |