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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 | $7,515 | $102,429-92.7% | $147,096-94.9% | $80,925-90.7% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 15.97% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,679 | $3,716-54.8% | $4,936-66.0% | $2,756-39.1% |
| Participant deferral / active EE | $2,294 | $6,649-65.5% | $8,071-71.6% | $4,299-46.6% |
| Admin fee / account holder | $195 | $7,957-97.5% | $13,005-98.5% | $6,940-97.2% |