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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 | $8,829 | $125,190-92.9% | $105,624-91.6% | $145,897-93.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.09% | 225.22%-211.1pp | 116.20%-102.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,715 | $3,720-27.0% | $3,168-14.3% | $4,663-41.8% |
| Participant deferral / active EE | $1,133 | $5,716-80.2% | $5,013-77.4% | $6,689-83.1% |
| Admin fee / account holder | $7 | $17,138-100.0% | $10,961-99.9% | $13,390-99.9% |