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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 | $8,599 | $86,288-90.0% | $111,306-92.3% | $85,851-90.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.75% | 19.99%-5.2pp | 54.67%-39.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $1,767 | $2,044-13.5% | $2,732-35.3% | $2,565-31.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $189 | $8,189-97.7% | $7,966-97.6% | $6,261-97.0% |