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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 | $21,409 | $171,492-87.5% | $150,734-85.8% | $198,609-89.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.01% | 804.70%-790.7pp | 600.81%-586.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $3,290 | $5,470-39.9% | $4,918-33.1% | $5,055-34.9% |
| Participant deferral / active EE | $731 | $6,259-88.3% | $5,610-87.0% | $6,977-89.5% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |