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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 | $11,175 | $75,962-85.3% | $154,111-92.7% | $64,173-82.6% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.6pp | 69.6%+29.1pp |
| Annual return | -6.91% | 30.32%-37.2pp | 735.18%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,467 | $3,350-26.4% | $5,298-53.4% | $2,381+3.6% |
| Participant deferral / active EE | $103 | $3,175-96.7% | $5,081-98.0% | $3,470-97.0% |
| Admin fee / account holder | $129 | $5,589-97.7% | $13,411-99.0% | $4,887-97.4% |