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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 | $7,669 | $111,814-93.1% | $93,654-91.8% | $145,959-94.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 10.89% | 203.30%-192.4pp | 133.34%-122.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $582 | $3,092-81.2% | $2,421-75.9% | $4,661-87.5% |
| Participant deferral / active EE | $601 | $4,914-87.8% | $4,413-86.4% | $6,689-91.0% |
| Admin fee / account holder | $56 | $10,246-99.4% | $8,282-99.3% | $13,398-99.6% |