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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 | $9,122 | $124,346-92.7% | $111,308-91.8% | $167,536-94.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 23.31% | 37.45%-14.1pp | 54.67%-31.4pp | 478.82%-455.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $907 | $5,182-82.5% | $4,487-79.8% | $6,342-85.7% |
| Admin fee / account holder | $29 | $10,621-99.7% | $7,965-99.6% | $12,315-99.8% |