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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 | $125,193-92.9% | $105,591-91.6% | $145,978-94.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.09% | 225.53%-211.4pp | 116.43%-102.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,715 | $3,718-27.0% | $3,166-14.2% | $4,662-41.8% |
| Participant deferral / active EE | $1,133 | $5,708-80.1% | $5,008-77.4% | $6,690-83.1% |
| Admin fee / account holder | $7 | $17,277-100.0% | $11,024-99.9% | $13,400-99.9% |