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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 | $12,310 | $135,645-90.9% | $110,243-88.8% | $135,379-90.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -8.63% | 513.24%-521.9pp | 314.76%-323.4pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,255 | $4,907-74.4% | $3,827-67.2% | $4,779-73.7% |
| Participant deferral / active EE | $1,255 | $5,507-77.2% | $4,672-73.1% | $5,609-77.6% |
| Admin fee / account holder | $112 | $11,458-99.0% | $8,548-98.7% | $10,828-99.0% |