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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 | $8,434 | $115,810-92.7% | $101,271-91.7% | $158,966-94.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.84% | 56.15%-40.3pp | 46.48%-30.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $4,988 | $4,175+19.5% | $3,660+36.3% | $4,762+4.7% |
| Participant deferral / active EE | $393 | $4,958-92.1% | $4,371-91.0% | $5,983-93.4% |
| Admin fee / account holder | $133 | $7,248-98.2% | $5,948-97.8% | $11,250-98.8% |