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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 | $5,437 | $102,385-94.7% | $147,080-96.3% | $80,935-93.3% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.7%+12.8pp |
| Annual return | 14.63% | 135.09%-120.5pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,105 | $6,651-83.4% | $8,066-86.3% | $4,299-74.3% |
| Admin fee / account holder | $280 | $7,951-96.5% | $12,989-97.8% | $6,924-96.0% |