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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 | $7,592 | $106,003-92.8% | $92,236-91.8% | $147,585-94.9% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 16.00% | 50.05%-34.0pp | 176.29%-160.3pp | 578.57%-562.6pp |
| Employer contribution / active EE | $2,500 | $4,333-42.3% | $3,679-32.1% | $4,876-48.7% |
| Participant deferral / active EE | $981 | $4,478-78.1% | $3,897-74.8% | $5,439-82.0% |
| Admin fee / account holder | $238 | $6,333-96.2% | $5,194-95.4% | $10,885-97.8% |