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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 | $11,541 | $102,422-88.7% | $147,117-92.2% | $80,959-85.7% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 12.66% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,638 | $3,717-55.9% | $4,932-66.8% | $2,757-40.6% |
| Participant deferral / active EE | $2,464 | $6,652-63.0% | $8,065-69.4% | $4,300-42.7% |
| Admin fee / account holder | $119 | $7,953-98.5% | $12,993-99.1% | $6,925-98.3% |