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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 | $50,469 | $284,260-82.2% | $284,260-82.2% | $418,949-88.0% |
| Participation rate | 100.0% | 25.8%+74.2pp | 17.2%+82.8pp | 35.7%+64.3pp |
| Annual return | 12.18% | 53.10%-40.9pp | 44.37%-32.2pp | 15.19%-3.0pp |
| Employer contribution / active EE | $6,274 | $40,936-84.7% | $36,004-82.6% | $34,877-82.0% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $166 | $266,169-99.9% | $266,169-99.9% | $50,584-99.7% |