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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 | $19,334 | $142,361-86.4% | $119,608-83.8% | $134,509-85.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.22% | -12.46%+0.2pp | -14.98%+2.8pp | 418.13%-430.4pp |
| Employer contribution / active EE | $7,670 | $5,224+46.8% | $4,232+81.2% | $4,741+61.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $150 | $13,588-98.9% | $10,326-98.5% | $11,427-98.7% |