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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 | $12,495 | $112,112-88.9% | $95,956-87.0% | $158,950-92.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.45% | 171.15%-144.7pp | 91.63%-65.2pp | 302.91%-276.5pp |
| Employer contribution / active EE | $1,429 | $3,199-55.3% | $2,541-43.8% | $4,762-70.0% |
| Participant deferral / active EE | $995 | $4,784-79.2% | $4,167-76.1% | $5,983-83.4% |
| Admin fee / account holder | $54 | $10,134-99.5% | $6,797-99.2% | $11,248-99.5% |