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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 | $6,639 | $115,814-94.3% | $101,275-93.4% | $158,982-95.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.25% | 56.16%-45.9pp | 46.48%-36.2pp | 302.99%-292.7pp |
| Employer contribution / active EE | $3,072 | $4,176-26.4% | $3,660-16.1% | $4,763-35.5% |
| Participant deferral / active EE | $255 | $4,958-94.9% | $4,371-94.2% | $5,983-95.7% |
| Admin fee / account holder | $32 | $7,249-99.6% | $5,948-99.5% | $11,252-99.7% |