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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 | $11,152 | $112,121-90.1% | $95,960-88.4% | $158,966-93.0% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 13.70% | 171.16%-157.5pp | 91.63%-77.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,268 | $3,199-60.4% | $2,541-50.1% | $4,762-73.4% |
| Participant deferral / active EE | $525 | $4,784-89.0% | $4,167-87.4% | $5,983-91.2% |
| Admin fee / account holder | $107 | $10,135-98.9% | $6,797-98.4% | $11,250-99.0% |