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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 | $5,325 | $102,422-94.8% | $147,117-96.4% | $80,959-93.4% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.7%+13.9pp |
| Annual return | 19.49% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,425 | $6,652-78.6% | $8,065-82.3% | $4,300-66.9% |
| Admin fee / account holder | $247 | $7,953-96.9% | $12,993-98.1% | $6,925-96.4% |