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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 | $15,433 | $115,810-86.7% | $101,271-84.8% | $158,966-90.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.79% | 56.15%-41.4pp | 46.48%-31.7pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,126 | $4,175-73.0% | $3,660-69.2% | $4,762-76.4% |
| Participant deferral / active EE | $1,166 | $4,958-76.5% | $4,371-73.3% | $5,983-80.5% |
| Admin fee / account holder | $234 | $7,248-96.8% | $5,948-96.1% | $11,250-97.9% |