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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 | $11,743 | $102,385-88.5% | $147,080-92.0% | $80,935-85.5% |
| Participation rate | 81.4% | 75.9%+5.5pp | 82.2%-0.8pp | 67.7%+13.7pp |
| Annual return | 13.56% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,841 | $3,717-50.5% | $4,933-62.7% | $2,757-33.2% |
| Participant deferral / active EE | $2,394 | $6,651-64.0% | $8,066-70.3% | $4,299-44.3% |
| Admin fee / account holder | $20 | $7,951-99.8% | $12,989-99.8% | $6,924-99.7% |