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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 | $14,883 | $123,000-87.9% | $105,582-85.9% | $198,609-92.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 12.03% | 18.31%-6.3pp | 18.61%-6.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $720 | $5,013-85.6% | $4,353-83.5% | $6,977-89.7% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |