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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 | $11,317 | $129,737-91.3% | $119,126-90.5% | $154,746-92.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.49% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $6,609 | $4,375+51.1% | $4,034+63.8% | $4,379+50.9% |
| Participant deferral / active EE | $551 | $5,842-90.6% | $5,318-89.6% | $6,730-91.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |