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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 | $7,135 | $57,330-87.6% | $86,656-91.8% | $75,177-90.5% |
| Participation rate | 80.7% | 63.2%+17.5pp | 71.7%+9.0pp | 67.2%+13.5pp |
| Annual return | 25.76% | 2675.40%-2649.6pp | 593.09%-567.3pp | 160.75%-135.0pp |
| Employer contribution / active EE | $2,840 | $2,316+22.6% | $3,025-6.1% | $2,671+6.3% |
| Participant deferral / active EE | $638 | $3,320-80.8% | $4,439-85.6% | $4,126-84.5% |
| Admin fee / account holder | $1 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |