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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 | $9,849 | $99,957-90.1% | $149,715-93.4% | $73,493-86.6% |
| Participation rate | 73.5% | 75.7%-2.2pp | 82.5%-9.0pp | 70.7%+2.8pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.66%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,214 | $3,191-62.0% | $4,645-73.9% | $2,270-46.5% |
| Participant deferral / active EE | $2,027 | $6,073-66.6% | $6,842-70.4% | $3,740-45.8% |
| Admin fee / account holder | $103 | $551-81.3% | $9,310-98.9% | $513-79.9% |